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About Us

Transac Wise is an amfi registered mutual fund distributor, which had been providing MF services. Transac Wise offers a wide array of products and services, including Transac Wise, Wealth management, Tax Consulting services, Arranging Finance,Insurance & Mutual Fund. Transac Wise serves over 200+ clients, high net worth families, individuals and retail investors. Our aim is to provide independent, high quality and customized services to all.

Our services are individually designed to meet client's needs as determined by personal consultations and constant monitoring of their financial goals. Our approach is to counsel individual clients, understand their profile, needs and concerns, build customized financial investment portfolios, offer a comprehensive selection of investment alternatives that will suit their financial goals.

Our Vision

To build Transac Wise as a trusted brand in the Financial Services.

Our Mission

To provide a wide range of products and services in the field of Financial Services Segment with a commitment to:

  • Highest standards of quality at reasonable cost.
  • Meeting the general and sophisticated financial goals of our clients.
  • Developing, encouraging and rewarding superior performance of our employees.