About
Clarity, honestly given.
Investing shouldn’t need a finance degree, a stack of apps or a stranger’s tips. i-wise exists to help everyday investors see their whole financial picture clearly and understand what they own, so they can make their own decisions with confidence.
The principles we work by
Honesty first
We say what we know, what we don’t, and how sure we are. If a figure isn’t available, the page says so; we never invent one.
Rules in the open
Every grade and signal follows a written rule, shown next to it, so you can see how we reached it, and disagree if you like.
Sources named
Each figure shows where it came from and how old it is.
No conflicts
We don’t sell financial products or recommend particular investments, so we have no reason to steer you anywhere.
It is
- A private record of everything you own, in one place.
- A set of tools to understand companies, funds and markets.
- A planner that helps you see whether your savings will last.
- A place to learn the basics in plain words.
It isn’t
- Investment, tax or financial advice. We are not registered with SEBI as an investment adviser or research analyst.
- A broker: you can’t buy or sell through it.
- A source of tips. We never recommend what to buy or sell.
- Perfect. Data can be late, incomplete or wrong, and so can rules of thumb.
Where the numbers come from
Public data, named at every step.
We use publicly available data rather than paid professional feeds, so figures can be delayed, missing or occasionally wrong. Each figure in the portal shows its source and date.
| Source | Used for |
|---|---|
| Yahoo Finance | share, index and ETF prices and charts; company financial statements and ratios; US ETF holdings; competitor lists |
| NSE (National Stock Exchange) | promoter holding and pledged shares of Indian companies; foreign investors’ daily buying and selling |
| NSDL | foreign portfolio investors’ monthly and yearly flows |
| AMFI and mfapi.in | mutual fund names and daily NAVs, and their history |
| Groww and Kuvera (public fund pages) | what mutual funds and Indian ETFs hold, and fund details such as expense ratios and exit loads |
| Reserve Bank of India | banks’ bad loans (gross NPAs), from RBI’s yearly bank-wise statistics |
| Anthropic (Claude AI) | the short “why it moved” summaries on Markets Today, written from public news headlines; none of your personal data is sent |
Where we are now
i-wise is run by Invest Wise and is in beta: it works, but we are still improving it, and your feedback shapes what comes next.