.svg)
Your
Advising OS
Business Operating system for RIAs and RAs to run their operations seamlessly and fully compliant with ever changing SEBI regulations. Focus on growth, not ops.
Grow your advisory business at scale
Everything your business does
made digital
Client onboarding, consent management & seamless advice routing & execution, trade reconciliation and client reporting
Everything your business does
made digital
Client onboarding, consent management & seamless advice routing & execution, trade reconciliation and client reporting
.svg)
From data to client onboarding
Client onboarding, consent management & seamless advice routing & execution, trade reconciliation and client reporting
.svg)
Why Wizzer?
Investment Advisors are trying to grow their difficult business but feeling stuck , which SEBI is making compliance impossible.
Wizzer is making a gateway between advisors and their clients that takes care of product availability, transaction processing, compliance, operations, Sales and marketing , billing , reporting & back office processes, freeing up their advisors to do what they do best. Researching, Decision making and generating advisor alpha.
Consent Management
Wizzer offers complete consent management system with audit trails that meets SEBI requirements
Read more 
Advice & Order routing/execution
Wizzer offers broker agnostic platform to route advices to client's brokers and get execution reconciliations.
Read More 
Risk Management
Wizzer offers sophisticated risk management solution at client & strategy levels so that advisors can focus on opportunities.
Read More 
Aiming INR 1000 Cr AUM managed by 2024
100+
Advisors Operate
through our RIA ops platform
10
Asset Classes
to build comprehensive portfolio accross products and asset classes
50+
Integrations
across custodians and brokers
5K+
Advisors Rely
on ourdecision analytics
5+
Key markets
in Europe and
Asia
50+
Integrations
across custodians
and brokers
People who joined our journey
CastleGate Capital Services Pvt. Ltd.
For CastleGate Risk management is paramount as dozens of advices across multiple strategies go out in so many clients and timely exits need to be made. Wizzer made that possible for us.
Kaushal Trivedi
Ever since we arrived on Wizzer, my constant vigil for SEBI compliance circulars is over, specially client consents for advices. We're focussed on growth now.
Parth Kotak
As Retail advisor, constant subscriber management, billing, trial periods and grace periods, telegram channels , it was getting overwhelming. Now we manage all that smoothly from One Source.
Rohan Singh
.png)
Early Access Beta Program
Join our exclusive beta program and be at the forefront of advisory innovation.
Help us create a product you want.
Early Access Beta Program
Join our exclusive beta program and be at the forefront of advisory innovation.
Help us create a product you want.
Community Events
.png)
Community Conversations
Join the Advisor's Hub
Join the Advisor's Hub
Speak to us
Our Team can help you with
How to sign up with Wizzer
Plans and pricing
Advice & order routing & execution
Portfolio performance & analysis
Speak to us
Speak to us
Our Team can help you with
Speak to us
Our Team can help you with
From Our Blogs
From Our Blogs
