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Why Choose Wish Investments
Every family has dreams, we just help give them direction. Whether it’s a new home, your child’s education, or a peaceful retirement, we turn those wishes into clear, steady plans that actually work.
We don’t hide behind apps or bots. You talk to real people who understand your goals, not just coding.
We listen, understand what truly matters to you, and build plans that make sense for your life, not just the market.
We never touch your funds. Transactions happen directly through BSE Star MF and the respective AMCs. Your money sits safely in your bank and grows transparently in your name, we simply guide the way.
Money does not grow by refreshing an app, it grows by quietly compounding while you get on with your life. SIP your Chai, chase your dreams, enjoy your weekends. Because financial freedom isn't meant to buzz in your pocket, it's meant to show up in your future.
The Story Behind Wish Investments
Everyone has that one regret — “I wish I had started earlier.”
Wish Investments was born to turn this regret into resolve.
Our Services
About us
Built on trust, guided by purpose
We’re a new-age mutual fund distributor with an old-school belief — trust is earned, not claimed.
We may be new as a firm, but our foundation is strong — years of personal investing, market research, and real-world experience have shaped how we think about wealth.
We don’t chase clients; we build relationships that last.
We’re a new-age mutual fund distributor with an old-school belief — trust is earned, not claimed.
We may be new as a firm, but our foundation is strong — years of personal investing, market research, and real-world experience have shaped how we think about wealth.
We don’t chase clients; we build relationships that last.
Our Focused Team
At Wish Investments, we’re a small but focused team driven by one shared goal of helping people make smarter financial choices with clarity and confidence.
We combine personal attention with modern tools to make investing feel effortless and human.
Wish Investments is a sole-proprietorship led by Managing Director and ARN Holder, Surabhi Kalia. All regulatory responsibilities and client transactions are carried out solely under her supervision. Other team members contribute in supportive and operational capacities only, assisting in technology, outreach, client coordination and business development.
Alok Kumar - Head of Branding and Outreach
Leads branding and outreach at Wish Investments. Ensuring the firm’s message is consistent across all platforms and strengthens its presence among clients, supporting the mission of turning wishes into wealth.
Saurabh Kalia - Head of Business Development
With experience in global operations, ensuring smooth client onboarding and driving growth with a focus on trust and professionalism. He focuses on expanding client networks and partnerships at Wish Investments.
Testimonials
What our happy clients are saying
Discover how thoughtful planning and honest conversations are helping families turn their financial goals into real milestones.
Abc
Business Owner
"It finally feels good to start someone actually explained everything without jargon."
Xyz
Investor
"I used to avoid finance talk. Wish made it calm, not confusing."
Xyz
Entrepreneur
"They don’t rush or sell; they listen. That’s rare and reassuring."
Abc
CFO
"It doesn’t feel like dealing with a company — more like talking to a friend who actually understands me more than money."
