Wisdom Investments
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Four services, and only one of them is likely to be right for you. Pick by where you actually are, not by which tier costs the most.
You have never bought a stock, or you have and it did not go well
Start with the free letter. Read three or four issues. You will learn how the framework works and whether the way this analyst thinks matches the way you want to invest — before any money changes hands. There is no upgrade pressure and no expiring offer.
You want a portfolio, but not the job of picking individual companies
Wisdom Core. A rules-based ETF allocation over a vetted India universe, a monthly rebalance note, and the sector and dip screens that drive it. No single-stock judgement required from you, and none offered at this tier.
You hold for years and you want the reasoning, not the tip
Wisdom Equity. Five to eight ideas a year, each with a full written report, a named valuation basis and a published review trigger — plus a quarterly note on every name still open. Small idea flow is the feature.
You have holdings nobody independent has ever looked at
A portfolio review. One written engagement: every holding assessed against the same framework, concentration and quality mapped, and a report you keep. One-off, nothing renews.
Before you pay anyone — including us
- Check the registration number yourself against SEBI's own list of registered Research Analysts. Do not accept a number printed on a website as proof of anything, here or elsewhere.
- Pay only into the disclosed bank account of the named analyst. Never to a personal account, a UPI handle sent in a chat, or an individual claiming to represent us.
- Read the refund policy before, not after. It says the same thing on the policy page and at checkout, deliberately — and you should check that it does, on every site you subscribe to.
- Treat any assured return as a fraud signal. A registered Research Analyst cannot promise one. Anybody who does is either unregistered or lying.