Private Wealth
Private Wealth
Private Wealth Consultancy Services
Private Wealth Consultancy Services
What we offer
Our Products
At Oak Wiz our core aim is to serve our clients with dedication and integrity, meet their expectations and build enduring relationship.
Why Choose Us?
Dedicated RM
The RM understands your investment needs.
Door-Step Services
We offer services at your Door-step.
Zero Fees
Investment service at Oak Wiz is FREE.
24x7 Portfolio
All clients get an online access to their portfolio.
Get the App & Invest hassle free
Experience the complete paperless experience with our Mobile App
Download Now
DIY Calculator
Financial Calculators
It tells you how much wealth you can create by making monthly investment.
It helps you plan for the future expenditure for your child's higher education
It helps you to plan for the expenditure to be incurred at the time of marriage of your child.
It helps you to plan for saving sufficient amount to take care of your post retirement Household expenses.
Our Client Says
Testimonial
Oak Wiz Money provides a very professional approach and careful discussion with clients of investment options. But most of all I have been struck by how receptive they are to the client’s needs and the willingness to go the extra mile for the client.
Mrs. Varsha Marathe Dayal
Oak Wiz Money offers a variety of financial instruments to their clients to choose from and the whole process of investment with them is so seamless, Kudos to the team.
Vijay Kumar
We thank you for the work you have done for us over the past yrs. The expertise & attention with which you have handled our financial affairs could not be faulted. Your advice on financial planning has saved us significant amount of money. May you prosper along with your clients.