Our Timeline
A young company, growing quickly — here's the story so far.
Our timeline
From founding to today — the milestones that got us here.
Wisdom Financial Services founded
Raj Modi and Pruthvi Pancholi start Wisdom Financial Services.
Incorporated as a private limited company
The business converts into Wisdom Financial Services Pvt Ltd.
100+ clients, one year in
Within a year of founding, we're already managing investments for 100+ clients.
APMI registration for PMS distribution
Wisdom Financial Services is registered with APMI as a PMS Distributor (APRN07026).
Move to our Priviera office
The team shifts from our Abhiraj office to our current office at Priviera, near Nehrunagar Circle.
Darshan Prajapati joins
Darshan comes on board to lead client relationships and grievance redressal.
Himanshu Yadav joins
Himanshu joins as Assistant Manager, Relationship Manager – Sales.
Binal Shah joins
Binal joins as Assistant Manager, Relationship Manager – Sales.
250+ clients, and counting
As we near our second anniversary, we're trusted to manage 250+ clients' investments.
Ready to talk about your goals?
A free, no-obligation conversation — no pressure, just a plan.