Charu Pahuja

The inception of Wise Funds can be traced back to a critical observation in the corporate world, where many organizations began adopting a product-centric approach to meet their goals, inadvertently sidelining the essential client-centric focus required to achieve clients' financial objectives. The journey into financial planning and investment advisory services at Wise Funds began when two seasoned and like-minded professionals, Ajay Kumar Yadav and Charu Pahuja, recognized the need to offer Financial Planning Services nationwide by harnessing the power of technology and setting industry-leading standards for financial planning practice. Their vision extended beyond mere financial growth, aiming to spread the gospel of sound financial planning as a social responsibility. At the core of Wise Funds' mission is the commitment to becoming a trustworthy partner to each client, guiding them to achieve their financial aspirations through unbiased financial advice.

At Wise Funds, they design highly individualized financial plans, meticulously tailored to ensure their clients' financial goals align with their unique risk profiles. They provide an extensive range of insights and expertise, delivering sophisticated investment strategies that cater to the most intricate goals and requirements of their clients. To guarantee that no customer is left unsatisfied, they have established a robust system and process that adheres to the benchmark of exceptional service.

With a proficient and skilled advisory team, a cutting-edge technology platform, and exceptional infrastructure, Wise Funds serves clients globally. The management at Wise Funds is committed to breaking down geographical barriers, which is why they continually invest in technological advancements to better serve clients across the world. Ms. Charu Pahuja, with over 17 years of experience spanning banking, investment advisory, and wealth management, leads the way as a Wealth Manager and Director at Wise Finserv. Her in-depth knowledge of various investment asset classes and strategies, combined with her strong track record of building relationships with high net worth clients, positions her as a guiding force in the company. As a mentor involved in the investment management business, she focuses on portfolio services for private clients in India and abroad. Her professional journey has included roles at HDFC Bank, ICICI Bank, DBS Bank, and ICICI Securities-Private Wealth Management. She holds an MBA in Finance from NIILM-CMS, Delhi, and is a Certified Financial Planner accredited by FPSB.