A seamless blend of
wealthtech and human touch

Fisdom Wealth is the wealth management arm of Fisdom catering to the needs of discerning investors

The 4Cs formula for you and your family

Growing and preserving wealth for future generations is indeed a demanding responsibility. Let us manage your wealth with our 4Cs formula

Correctness of Advice

Unbiased advice using the latest research tools and the best talent

C1

Cost of Investing

Disruptive pricing to ensure the lowest possible cost of investing

C2

Convenience

Get on-demand 365-day access to your personal wealth manager

C3

Control over Portfolio

Consolidated view of the individual portfolio and family dashboards in our mobile & web app

C4

Phygital - The new modern way to manage your wealth

Human Expertise

Create a legacy for your family with our expert team at 32+ locations in India. Our expertise will help you build wealth and leave a lasting impact.

Technology

Our insightful web and mobile dashboards provide a seamless and secure experience, giving you control to make informed decisions at every step of your journey

Smart investment options to build your wealth

Equity

1.

Long-term wealth maker for investors with considerable options for diversification as per your risk appetite. Equity offers potentially better returns compared to other asset classes.

Direct Equity

Direct Equity provides the investor legal ownership in a company with returns in the form of dividends and capital gains.

Equity Mutual Fund

Equity Mutual Funds are the most popular investment options among investors as they provide access to professional fund management services at a lower cost and the advantage of high liquidity.

Equity Portfolio Management Services

PMS gives you access to a pool of seasoned portfolio managers along with the desired customisation keeping in mind your financial goals with a minimum investment amount of Rs 50 lakh.

Debt

2.

The best way to preserve one’s capital and get consistent returns at comparatively lower risk, making them popular among risk-averse investors

Debt Mutual Funds

Debt mutual funds offer consistent returns at comparatively lower risk.

Bonds & Corporate Fixed Deposits

These instruments give you steady income in form of coupon/interest payments before maturity. At Fisdom Wealth, we offer secondary market traded bonds such as government bonds, tax-free bonds, corporate bonds, and perpetual bonds.

Alternative Investments

3.

Designed for niche and HNI investors, they offer diversification due to their low correlation with traditional asset classes like equity and debt

Alternative Investment Funds (AIF)

AIFs are pooled investment funds that invest in venture capital, private equity, hedge funds, managed futures, real estate, and non-traditional asset classes offering risk-mitigating diversification.

Private Equity*

Private Equity shares are not currently listed in a stock market but can be exchanged on the Over-The-Counter (OTC) market. This sub-asset class gives you the opportunity to invest in new business ideas at different stages of their evolution before IPO.

*This service is provided through a subsidiary of Finwizard Technology Ltd.

Insurance

4.

Insurance is essential for protecting your wealth and providing peace of mind. Trust us to safeguard your wealth and loved ones.

Life Insurance

The life solutions on our platforms give you peace of mind and confidence along with tax savings. Choose from term plans, ULIPs, guaranteed savings plans, endowment plans, and more.

Health Insurance

Our platform brings to you some of the best medical insurance policies that protect your entire family and de-risks your investment profile at the same time.