About WisBees
WisBees is a Tech-driven wealth management firm committed to making investing smarter and more accessible. Since 2021, we have been specializing in mutual funds, financial research, and private wealth management—leveraging technology to simplify wealth creation.
Our quant trading team develops cutting-edge models for High Frequency Trading, algorithmic trading, arbitrage, and market-making, driving innovation on our proprietary desk.
Beyond wealth management, we champion financial literacy, collaborating with educational institutions through seminars, workshops, and live projects to empower the next generation of investors.
This platform is a financial research and newsletter publishing platform dedicated to delivering valuable investment insights in a simple, story-driven format. Our content is entirely free—we don’t charge anything because we believe in karma and the power of good deeds. Knowledge grows when shared, and we’re committed to making financial literacy accessible to everyone.
"Jai Hind"
Mission Statement:-
"We wholeheartedly embrace our mission,'Right to Financial Information.' We firmly believe that every Indian investor deserves the ability to comprehend the financial information conveyed by companies, governments, and other reliable sources. Regrettably, only institutional investors with substantial resources are able to decipher these details and reap the benefits. In India, the current market situation is one where information fails to reach investors promptly and in a comprehensible manner. At Wisbees, we are dedicated to bridging this information gap through tireless efforts to provide simplified, readily accessible financial information at an incredibly low cost. Our mission holds greater significance to us than simply pursuing substantial revenues.
What inspired the idea of naming it "WisBees"?
The name WisBees is derived from the combination of "Wisdom" and "Bees." In a densely populated country like India, there are countless eager-to-learn minds hungry for accurate information and knowledge, just like bees seeking nectar. WisBees aims to create a digital library that caters to these beautiful and knowledge-seeking minds.
Our Team
The WisBees team is composed of highly qualified professionals with MBAs, Ph.Ds, and IITians. We also benefit from the guidance of highly educated academicians and industry leaders who serve as our mentors, helping us navigate the complex landscape of business and finance.
Gouri Sankar Dash (Founder, CEO)
With an MBA degree in finance and multiple years of experience in Asset Management, Mutual funds, trading and Broking in the financial market. He firmly believes in a customer-centric business model, prioritizing the needs and satisfaction of his clients. William O'Neil is his biggest inspiration behind creating Wisbees like a Investors friendly Platform.
Sritam Prusty (CFO)
Sritam Prusty is a passionate trader and avid learner of the financial market. He is deeply inspired to spread financial literacy across India and is committed to making a positive impact in this field. He heads the prop trading desk at WisBees. Earlier he has worked at Zerodha Broking like renowned organisation
Purushotam Raj (CIO)
With an MBA and 4+ years of experience in financial markets is the CIO at Wisbees, he leads the firm's investment strategy, risk management, and portfolio development. With a keen eye for market trends and a deep understanding of financial dynamics, they drive data-driven decision-making to optimize returns and ensure sustainable growth. Passionate about innovation in finance, Purushotam plays a key role in shaping Wisbees' investment philosophy and fostering a culture of strategic excellence.
Dr. Purba Bhattacherjee (Content Head,News Letters)
Purba Bhattacherjee possesses a keen interest in various domains such as market movements, ESG investments, carbon financing, cryptocurrency, and market uncertainties. Alongside her research pursuits, she also holds the position of Content Head of Newsletters at Wisbees..
Charles Lawrence Markey (Head of Products)
Charles is a dedicated and customer-centric wealth management professional with an MBA in Finance. He brings a deep understanding of financial markets, investment strategies, and risk management. His keen interest in global economics and geopolitics allows him to analyze market trends and make informed financial decisions. Beyond finance, he is passionate about athletics, embracing the discipline and resilience it instills in both personal and professional life..