about

WELCOME TO Invest Wise Wealth

At Invest Wise Wealth, we are guided by the expertise and vision of Mr. Tarun Sood, a seasoned professional with over 20 years of experience in wealth management. Tarun brings a deep understanding of financial planning, portfolio management, PMS and retirement strategies, helping clients achieve long-term financial security and growth.

A graduate in Commerce from Himachal Pradesh University, Shimla, and a postgraduate in M.Com from the same institution, Tarun combines strong academic foundations with decades of practical experience. His client-centric approach has enabled him to successfully cater to individuals, families,..

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Services We Offer

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Mutual Funds

Mutual funds are financial instruments which invest in a portfolio of securities. These securities may be stocks, bonds...
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PMS

Portfolio Management Services or PMS, is a service offered by the Portfolio Manager or an asset management...
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AIF

Alternative Investment Funds or AIF in short, are defined as privately pooled investment funds and categorized...
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How Invest Wise Wealth Works In Your Best Interest

Monthly Investment

AFTER 25 YEARS, IT WOULD HAVE ACCUMULATED TO

Bank

@3% Return

22.36L

Fixed Deposit

@6% Return

34.82L

Gold

@9% Return

56.48L

Sensex

@11% Return

79.53L

Mutual Fund

@15% Return

1.14Cr

Check Risk Profile

We will ask you a set of questions to get to know you!

1
What percentage of your monthly income (after paying home loan EMIs and credit card bills) do you save and invest for the long term.

Check Risk Profile

We will ask you a set of questions to get to know you!

2
What is your attitude towards savings?

Check Risk Profile

We will ask you a set of questions to get to know you!

3
Have you invested in equity mutual funds before? If yes, for how many years?

Check Risk Profile

We will ask you a set of questions to get to know you!

4
To get above average (more than FD) returns you have to take risks

Check Risk Profile

We will ask you a set of questions to get to know you!

5
How will you describe your attitude towards investing

Check Risk Profile

We will ask you a set of questions to get to know you!

6
If your equity investment makes 20% losses next year will you:

Check Risk Profile

We will ask you a set of questions to get to know you!

7
Are you interested in market and investing?

Check Risk Profile

We will ask you a set of questions to get to know you!

8
How do you approach making financial or investment decisions

Check Risk Profile

We will ask you a set of questions to get to know you!

9
How secure do you feel about your salary /business income continuing for next 10 years?

Check Risk Profile

We will ask you a set of questions to get to know you!

10
How much of your investment portfolio you may have to withdraw in the next five years?

Check Risk Profile

We will ask you a set of questions to get to know you!

11
When is the earliest you anticipate needing all or a substantial portion of your investments?

Your Risk Tolerance

As per our risk assessment, you Risk Profile is