Happy customer we have world-wide.
Our logo, a thoughtful representation of the ups and downs of markets, symbolizes the emotional journey investors go through. But more importantly, its upward trajectory reflects the long-term value creation we aim to achieve with and for our clients. It embodies resilience, direction, and growth.
Two Decades of Expertise, One Vision for Your Wealth
About the founder
Yogesh Mehta brings two decades of experience guiding individuals, families, and high-net-worth clients in building long-term financial well-being. His career spans India and international markets, having worked with leading institutions such as Nippon Mutual Fund, Mirae Asset India AMC, Motilal Oswal Mutual Fund, Principal AMC and top insurance providers including Bajaj Allianz Life and Future Generali. Most recently, as Senior Director at Pentagraph Partners, he managed one of the largest portfolios for NRIs, HNIs, UHNIs, Trusts and Family Offices.
Throughout his career, Yogesh has received multiple awards for excellence in relationship management and leadership, reflecting the trust of his clients and his unwavering commitment to integrity, perseverance and client-first approach.
Motivated by a vision to create an institution that embodies these values, he founded ViznWise Finserv Private Limited, a company dedicated to delivering strategic, long-term financial solutions with integrity and service at its core.
Dushyant Parihar brings over 16 years of experience in the financial services industry, guiding NRIs, HNIs and UHNIs in achieving their wealth management objectives. An expert in NRI investment solutions, he is equally adept at managing the complex financial needs of affluent individuals and families, with a strong specialization in PMS and client relationship management.
Over the course of his career, Dushyant has worked with some of the most prominent institutions in the industry, including Axis Bank, Nippon India AMC, Yes Bank and IndusInd Bank. These diverse roles have given him a unique perspective on investment management, relationship building and delivering value across multiple client segments.
Academically, Dushyant holds a Master’s Degree in Finance and a Bachelor’s Degree in Statistics from Pune University. This strong foundation enables him to approach wealth management with both analytical depth and strategic vision. His passion for data analytics and continuous learning further enhances his ability to design innovative, personalized financial solutions that align with clients’ evolving goals.
Our Team
Swati Lanke
Client Service Manager
Aditi Tiwari
Client Service ManagerOur Services
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Mutual Funds (MFs)
Mutual Funds offer diversified portfolios to match different financial goals and risk profiles. But with countless schemes, the right choice needs expert advice to truly work for you.
Portfolio Management Services (PMS)
PMS delivers personalized, actively managed portfolios designed for long-term wealth creation. Yet selecting the right strategy is complex — professional guidance ensures your investments stay aligned with your goals.
Alternative Investment Fund (AIFs)
AIFs provide access to exclusive, high-growth opportunities beyond traditional investments. But navigating their diverse structures requires expertise — the right advisor helps unlock their true potential.
Our Investment Philosophy
Yantra
The financial blueprint, guiding your wealth journey.
Tantra
A disciplined execution, bringing your financial plan to life.
Mantra
The guiding philosophy behind purpose-driven wealth creation.
Drop Us a Line.
FAQs
ViznWise Finserv is a client-focused wealth management firm. We provide comprehensive financial solutions across Mutual Funds, Portfolio Management Services (PMS) and Alternative Investment Funds (AIFs). We also specialize in NRI Investment Services. Our goal is to help clients build, grow and preserve wealth with strategies tailored to their needs.
You can begin by contacting us through our website, phone or by visiting our office. Once connected, we will take you through a discovery process to understand your goals, risk appetite and preferences. Based on this, we create a structured investment approach aligned with your financial journey.
Both. Our digital platform offers you an easy access to your portfolio, reports and insights anytime anywhere. At the same time, you will also have a dedicated Relationship Manager to provide personal guidance whenever required.
Our solutions are designed for individuals, families, NRIs, corporates and high-net- worth clients. We also work with family offices, offering customized wealth strategies suited to their unique requirements.
The minimum investment depends on the product. Mutual funds generally have lower entry requirements, while PMS and AIFs involve higher commitments as per SEBI guidelines. We help clients choose suitable products based on their capacity and long- term objectives.
We use advanced security systems, multi-layer authentication and strict confidentiality protocols. Protecting client data is a top priority at every step of our process.
We design mutual fund portfolios that match each client’s risk profile, time horizon and financial goals. Our research-driven approach ensures diversification across categories and focuses on long-term wealth creation.
PMS are professionally managed equity or multi-asset portfolios tailored for investors seeking active management and higher return potential compared to traditional mutual funds. ViznWise Finserv works with top PMS providers to deliver well-structured portfolio options for eligible investors.
AIFs include investment avenues like private equity, venture capital, structured credit and hedge funds. They are suitable for experienced investors looking for opportunities beyond conventional products and willing to explore higher risk for potentially higher returns. We carefully select AIFs to match client requirements and regulatory standards.
Yes. ViznWise Finserv provides end-to-end investment solutions for NRIs across Mutual Funds, PMS and AIFs. We also assist with compliance under FEMA and RBI rules and streamline processes like taxation and repatriation, making it easier for NRIs to manage wealth in India.
Please read these disclaimers (hereinafter referred to as "Terms") carefully before accessing or using the official website https://www.viznwise.com (hereinafter referred to as “Website”) of Viznwise Finserv Private Limited (hereinafter referred to as “Viznwise Finserv”). By visiting or using the Website, you signify your acceptance and agreement to be bound by these Terms. Viznwise Finserv reserves the right to remove or edit Website content at any time without notice. Kindly re-visit the Terms whenever you access the Website to stay updated with any changes. If you do not agree to these Terms, please do not use or access the Website or download any content. By using this Website, you confirm you have the capacity and authority to be bound by these Terms. Viznwise Finserv is authorised, subject to regulatory approvals, to engage in mutual fund distribution, insurance services, and brokerage/distribution of financial products. All contents of the Website, including text, images and other materials, are protected by copyright and proprietary rights of Viznwise Finserv. You shall not, without prior written consent, distribute, copy, modify, or reuse Website content. Viznwise Finserv also operates through a network of sub-distributors on a principal-to-principal basis and does not have any direct relationship with investors of such sub-distributors. Viznwise Finserv ensures compliance with applicable laws and SEBI/AMFI guidelines. The information and materials on this Website are for general information only and may change without prior notice. If you access the Website outside India, you are solely responsible for compliance with local laws. Viznwise Finserv, its directors, employees, affiliates or agents shall not be liable for any loss or damage related to Website use. Viznwise Finserv disclaims all warranties regarding accuracy, adequacy, completeness, availability or fitness of the Website, and is not liable for any damages arising from errors, interruptions, viruses, unauthorized access, or other issues. The Website is provided “as is” without any express or implied warranties. Communications sent via this Website or email may not be secure and may be intercepted or modified by third parties. By sending such information, you accept this risk. The Website may contain third-party information or links. Viznwise Finserv does not endorse or guarantee such content and is not responsible for its accuracy, reliability, or completeness. Use of Website information and any investment decisions are at your sole risk. Market, tax, or regulatory changes may impact investments, and you may even lose capital. Please read all scheme documents carefully before investing. Viznwise Finserv provides product information purely on a non-binding basis and does not endorse or guarantee any product, company, or scheme. Viznwise Finserv acts only as a distributor and not as a representative of any company, bank, or mutual fund. Mutual Fund investments are subject to market risks, and past performance does not guarantee future results. Insurance is a subject matter of solicitation. These Terms are governed by Indian laws. Any disputes shall be subject to the exclusive jurisdiction of the courts in Pune, Maharashtra, India.
AMFI REGISTERED MUTUAL FUND DISTRIBUTOR
