9252919760
  • SENSEX 74,346.17 (-0.41% )
  • NIFTY 50 23,405.60 (-0.33% )
  • NIFTY Bank 54,185.95 (0.88% )
  • NIFTY Midcap 100 60,687.20 (-0.42% )
  • NIFTY Smallcap 100 18,032.05 (-0.11% )
  • India VIX 16.28 (6.01% )
  • BSE 200 10,931.32 (-0.38% )
  • BSE 500 35,107.33 (-0.34% )
  • SENSEX 74,346.17 (-0.41% )
  • NIFTY 50 23,405.60 (-0.33% )
  • NIFTY Bank 54,185.95 (0.88% )
  • NIFTY Midcap 100 60,687.20 (-0.42% )
  • NIFTY Smallcap 100 18,032.05 (-0.11% )
  • India VIX 16.28 (6.01% )
  • BSE 200 10,931.32 (-0.38% )
  • BSE 500 35,107.33 (-0.34% )

Faq's

FAQS

General FAQ’s

  • What services does Wealth Wisory offer?

    We provide investment planning, wealth management, risk assessment, and retirement planning services.

  • How can I start investing with Wealth Wisory?

    Contact us for a consultation, and we’ll create a personalized investment strategy for you.

  • Is my investment safe with Wealth Wisory?

    Yes, we use expert risk assessment and diversified strategies to minimize potential risks.

  • Do you offer financial advice for beginners?

    Absolutely! We provide tailored guidance for beginners to help them start their investment journey.

  • How can I contact Wealth Wisory?

    You can reach us via phone at +9252919760 or email at kapilsinghbhati1981@gmail.com.

  • How do you mitigate the risk in a client's portfolio?

    By reviewing their portfolio and giving updates to the client on a monthly basis.

  • How do you evaluate a mutual fund for a client?

    Firstly, we analyse the risk appetite of the client and analysing their needs then accordingly we suggest the mutual fund to the clients.

  • A client is risk averse but wants a high return. How do you advise them?

    Risk and return goes hand in hand. But still we have different portfolios for such clients.

  • How do you handle a client who panics during a market crash?

    We always talk about long term investment. Clients should not vary on daily Market moves. They should believe that in the long term they will generate the profit.

  • Do you provide life insurance and health insurance?

    Yes, we provide all the financial products at one place.

  • A retired client wants a stable monthly income. What strategy would you suggest?

    We have NPS and other government securities funds. Apart from government securities we have fixed income plans to achieve your retirement corpus.

  • Do you provide services to HNI clients?

    We have all the services for all types of clients.

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