About

Who are we?

Finance Wisezy is one of the leading wealth management firms located in the eastern zone of India.

In the year of 2015, we began our journey as Money Makers Wealth Management Services. Since then, we have built a satisfied customer base above 500 across the geographical locations. We are glad to have such a great client base, ranging from IT professionals, doctors, retirees, senior citizens, NRIs, High Networth Individuals, and super HNIs.

Our Promise

We promise you a long-term commitment in the wealth management domain. Our finance experts will first understand your needs, and then advise you the best to make you succeed in your goals. We assure you to provide holistic end to end wealth management solutions.

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+91-9007415555

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In case of any queries, feel free to call or write to us

From The Director's Desk

Greetings and welcome to Finance Wisezy, the cradled establishment of Mr. Swarnendu Bhattacharyya. Mr. Swarnendu Bhattacharya, CFPCM, is one of the leading financial planners and advisors of India. He holds 15 years of vast experience working in different domains of finance.

He has accomplished his Masters in Business Administration from one of the pioneer management colleges in India. His brilliance in academics, deep research in finance domain, expertise coupled with experience, and ethical values will surely take Finance Wisezy to the peak of success.

Rajesh Sharma

Business Owner, Kolkata

FinanceWisezy completely transformed the way I manage my investments. From Mutual Funds and Stocks to FD & Bonds, their guidance is clear and practical. I also opted for Portfolio Analytics and AMC for Investments, and the regular monitoring gives me real peace of mind. Their Tax Planning strategies helped me save significantly this year. Truly a one-stop financial solution!

Priya Mehta

Marketing Consultant

As a working woman, I felt very confident approaching FinanceWisezy’s Women Centre. They helped me start investing in Mutual Funds and guided me through safe Stocks and Bonds options. Their Portfolio Analytics reports are detailed yet easy to understand. I even got assistance with Loans and Tax Planning. I finally feel financially independent and secure!

Ankit Verma

IT Professional

I was confused about balancing Insurance, Health Insurance, and long-term investments. The team at FinanceWisezy patiently explained everything and suggested the right mix of Mutual Funds and PMS options. I also invested in Gift City Products through them, which added great diversification to my portfolio. Their transparency and professionalism are impressive.