Director & Business Head
Cut to the present, manifesting highly personalized services and heavily leveraging the world-class technologies, Wise Finserv has become one of the leading & well diversified financial services firm offering end-to-end financial products & services including Financial Planning for long term & short term goals, Wealth Management, Portfolio Management Services, Loans and Taxation. Moreover, Charu is determined in spreading her happiness to maximum women who struggle to make it into the limelight, employing more than 85 percent women employees in her organization.
Turning Back the Pages
A daughter who was inspired by her father’s efficacy to multitask as a perfect businessman
As Charu’s ultimate aim was to comprehend things, she delved deeper into the customer’s issues, brainstormed about the solutions, and took feedback from them, which became crucial in her way forward
There is a genuine contradiction between an employee working for merely his/her livelihood and the one who works for cementing an experience plinth. As Charu’s ultimate aim was to comprehend things, she delved deeper into the customer’s issues, brainstormed about the solutions, and took feedback from them, which became crucial in her way forward. However, so as she craved, the exposure & experience she gained from the banking sector was immense. Charu not only savored an opportunity to cross function in those institutions, especially in the operations & wealth management departments where she managed the wealth of high network individuals who usually invested from Rs.10 crore to as high as Rs.100 crore. She says, “I have worked with each and every desk in a bank. And that’s how I learned to manage the services, and easily comprehend a customer’s requirements”. On the other hand, she first - handedly experienced the evolution of technology in the BFSI segment as well.
A Strong Leader
All these experiences polishing the
Family Comes First
Going forward, Charu is busy with strengthening the in-house team by mentoring & guiding them. However, in terms of growth plans, no funding comes into the picture for at least the next 3-5 years. She also shares her genuine interest to expand the ecosystem of entrepreneurs in our country by engaging with public forums in the coming years. Advising the budding entrepreneurs, Charu says,“You should be passionate about what you do. If you are happy, you can convey it to your employees,and when your employees are happy, your productivity will always be on the rise”.
Though climbed up the mountain of triumph in the professional front, Charu is quite an emotional person when it comes to her family and she is never willing to abandon any of her responsibility.Her happy family is comprised of her loving husband, beautiful daughter, and in-laws who care her like their daughter. “My family supports me in my ups & downs, and I believe there is no success without their happiness. Whenever I become emotional, my family becomes my strength,” elucidates Charu. A complete family person who would leave everything to spend time with her daughter, Charu likes every holiday destination, if she is accompanied by her family.