Amidst the ever changing landscape of finance, Wise Mind stands out as an exemplar of knowledge and a customer centric approach. Since its formation, Wise Mind has firmly established itself in the financial services industry under the leadership of visionary Directors Abhay Landge, Vinayak Ketgale, and Dr. Rohan. Placing immense value on continuous self-improvement and an indepth understanding of customer requirements, Wise Mind strives to become a trusted financial distributor that offers personalized solutions. The core team, drawing on their expertise, ensures adherence to regulations and employs technology to elevate the customer experience. Despite being a young startup, Wise Mind has encountered and successfully surmounted challenges, laying a strong foundation for a promising future.
Wise Mind emerged from the recognition of an existing void in the provision of precise financial solutions stemming from a deficiency in industries customer first approach. The directors, possessing extensive expertise in mutual fund investment advisory and relationship management, astutely identified this untapped niche. In 2018, they launched Wise Mind with the objective of not only expanding their knowledge but also empowering their clients. The company's overarching vision is to create itself as a reliable financial distributor that comprehends the unique requirements of its clients and provides customized solutions. This philosophy of prioritizing continuous learning resonates throughout Wise Mind, infusing its policies and processes, thereby consistently honing its competitive edge.
Wise Mind stands out with its strong emphasis on continuous learning, which serves as its unique selling proposition. Speaking more on this, the Director of Wise Mind, Abhay Landge says, “Our competitive edge is derived from the constant self improvement and extensive knowledge in the industry. Furthermore, Wise Mind provides clients with a comprehensive and streamlined solution, offering a one-stop-shop for all their financial needs. Our success is primarily driven by satisfied clients who refer their acquaintances, attesting to the exceptional service. By prioritizing customer satisfaction and fostering trust, we strive to strengthen our position as the preferred choice for financial services".
Building Trust & Expansion
Wise Mind has faced and overcomes various challenges in its journey. Initially, they encountered the exploitation of individuals in B2B sales and made it their mission to advocate for them. Now, their focus has shifted to the challenge of B2B to C engagement. To address this, Wise Mind has implemented client profiling and risk profiling tools, allowing clients to make informed decisions and manage their investments independently. They offer portfolio suggestions and run a model portfolio on their site, constantly analyzing their performance and striving to be trusted money managers.
Despite the impact of COVID-19, Wise Mind remained connected with clients and leveraged its presence in the marketplace to provide valuable advice. However, as they enter new markets, building trust becomes crucial. They are aware of the time and effort required to establish trust but are dedicated to long-term customer relationships. Their vision is to have 1,000 happy families by 2027, providing an improved and satisfying family experience. Currently serving 300 families, Wise Mind aims to expand its reach to 2,000 families, delivering exceptional financial services to a growing clientel.