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Hotline: +91 9876400036
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About Ezy Wise Services

We help you take informed steps toward wealth building through regulated investment
products, driven by transparency and trust.

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Who We Are

Ezy Wise Services is an AMFI-registered Mutual Fund Distributor committed to enabling individuals and families to make sound, goal-aligned investment decisions. Since 2021 , we have supported investors across India and abroad in accessing mutual funds, fixed-income products, AIFs (Alternative Investment Funds), and PMS (Portfolio Management Services) through a distribution-first approach, staying fully compliant with SEBI regulations.

Backed by the 20 years of rich experience of our Director in financial services, we combine deep market understanding with investor-first values to help clients achieve their financial goals with confidence.

We specialize in simplifying your investment journey by helping you explore and understand available options. Based on your stated goals and risk profile, we recommend suitable mutual fund schemes, providing seamless access to a range of curated investment products.

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Our mission is to deliver ethical, transparent, and regulation-compliant investment services that empower clients to make confident, long-term financial decisions without mis-selling, exaggeration, or misleading guarantees.

Our Mission

Our Journey

Ezy Wise Services has grown to serve over 1200 client families, including professionals, NRIs, and institutional investors, by facilitating access to a curated basket of financial products, governed by India’s most stringent regulatory standards.
Our growth has been built not on aggressive sales tactics, but on building long-term client relationships, ongoing education, and steady trust.

Our Process

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Goal-Based Approach

We start with understanding your financial goals and risk appetite. Based on this, we recommend suitable mutual fund schemes only. Always stay within the limits of incidental advice allowed under SEBI norms.

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Transparent Portfolio Facilitation

We assist in the execution of mutual fund transactions and help with account servicing: KYC, bank updates, nominations, and periodic portfolio reviews.

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Ongoing Review

Your financial journey evolves, and so should your portfolio. We help you refresh your investments from time to time based on market developments and your changing life priorities.

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START PROJECT WITH US!

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Need any help?
+91 9876400036
Email us anytime
info@ezywise.com
Our Location
#1146, 2nd floor Sector-34 C,Chandigarh

Regulated Offerings

We facilitate investment in:

  • Mutual Funds
    Suited to your risk profile and goals
  • Fixed Income Products (FIP)
    For stability and diversification
  • Alternative Investment Funds (AIFs)
    Through SEBI-registered AIF providers
  • Portfolio Management Services (PMS)
    Through licensed portfolio managers

    • Our role is limited to distribution or referral, not management or advisory.

Compliance Statement

We are fully committed to upholding the AMFI Code of Conduct and
SEBI Mutual Fund Regulations, including:

No mis-selling or false claims
No free services, gifts, or rewards
Transparent commission disclosures
Use of only approved and verified product information

Our Trusted Clients