Wise Finserv, Noida-based wealth management and financial services company, organised an exclusive seminar titled Healthcare and Prosperity: Wealth Advisory for Doctors, members of the South Delhi Nursing Home Association at New Friends Club, South Delhi.
The session brought together around 100 prominent medical professionals to discuss the rising need for strategic financial planning, wealth protection, and informed investment decision-making among healthcare practitioners.
Introduced by Dr Vipender Sabharwal, Director, Jeevan Hospital and former President of the Indian Medical Association (IMA), Ajay Yadav, Group CEO and CIO of Wise Finserv – Private Wealth, delivered the keynote address.
In his keynote session, Yadav, shed light on essential financial frameworks including risk profiling, asset allocation, and diversified investment planning. He also explained how investment products such as Mutual Funds, PMS, AIFs, Bonds, Market-Linked Debentures, and Global Funds can work together to support wealth creation aligned with individual financial goals and timelines. Drawing parallels between medical treatment and financial discipline, he emphasised the importance of structured wealth planning for medical professionals.
Addressing the session, Yadav, said “Just as the right treatment is essential to restore a patient’s health, a well-structured financial plan is critical to safeguard a doctor’s wealth. Doctors dedicate their lives to healing others, often leaving little time to manage their personal finances. With the right guidance, diversified asset allocation, and timely portfolio review, wealth can grow securely and in alignment with their long-term goals.”
Yadav further highlighted the need for doctors to safeguard their wealth against professional and legal uncertainties by structuring their assets through mechanisms such as a Family Private Trust. He explained that with increasingly demanding work schedules, many medical professionals unintentionally overlook consistent financial management and portfolio optimisation, making expert advisory support crucial.
Addressing the doctors on this occasion, Dr G.S. Grewal, former President of the Delhi Medicaland former Secretary of Maulana Azad Medical College Association ,and Dr D.P. Gulati, former Secretary of Maulana Azad Medical College, shared their insights on the importance of dedicated financial advisory for healthcare professionals, reinforcing the need for structured long-term financial planning.
Dr Grewal thanked the team at Wise Finserv and said, Wise Finserv has a separate research unit and a team of advisors that provide doctors with personalised guidance based on their work and financial goals. He added that he has personally been using the company’s services for almost two years and is completely satisfied.