Welcome to WiseMonk Investment

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    Reliable And Affordable Products For Your Home and Office.

Welcome to WiseMonk Investment

We at WiseMonk Investment, Understand that every investor is unique, and our goal is to tailor our services to meet your specific needs and objectives. Whether you are seeking long-term growth, wealth preservation, or a combination of both, our team of experienced professionals are here to guide you every step of the way.

Plan

Get customized advice across investments, goals, expenses, insurance, loans, and taxes.

Execute

Implement your customized advice by buying all the recommended financial products on one single platform

Manage

Track your journey and review/rebalance your investments to make sure they are aligned with your goals.

FIRST STAGE (Age 1-25 years)

  • Live a simple lifestyle
  • Don’t run behind comfort (Needs vs. Wants)
  • Acquire diverse knowledge and learn how to create and utilize wealth.

SECOND STAGE (Age 25-50 years)

  • Create wealth, enjoy it and save it for future (responsibilities and dreams).
  • Focus on spending more towards personal growth than materialistic expenses.
  • Responsibilities towards Spouse, Kids and Parents to be fulfilled.

THIRD STAGE (Age 51-75 years)

  • Focus on the things you really love to do, live with a purpose.
  • Pass on your wealth and wisdom to the next generation.
  • Remain active, try to widen your spending towards society.

LAST STAGE (Age 75-100 years)

  • Share Love and wisdom to all around you.
  • Don’t feel insecure about money.
  • Focus should be on one’s peace of mind.
Our Core Values

Customer First

Commitment & Teamwork

Passion & Performance

Honesty & Integrity

Continuous improvement

Transparency & Empowerment

Trust & Credibility

Device Structure

Our Services & Products

Retirement Consultancy

Retirement is one of the most important life events that many of us will ever experience. This is that stage in which we only have cash outflows.

Tax Consultancy And Tax Filing Services

Create a legacy that provides supports the causes and charities you care about, and maintains your values across future generations

Goal Based Planning

Goal Based Planning is the first step in successful goal achievement. It’s when you switch from a passive state to being involved in life.

Mutual Funds

Mutual fund is essentially is a Trust. Mutual Fund is a link between the capital market and the Investors.

Life Insurance

Life Insurance planning is a critical component of a financial plan that includes evaluating risks.

Health Insurance

It covers expense of hospitalization due to illness or accident. that can protect your family from financial hardship.

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