CLIENTS

PERFECT SENSE FOR
IMPERFECT PORTFOLIOS

UNIQUE STRATEGIES FOR UNIQUE CLIENTS


Every investor is different, with different financial goals, different tolerances to risk, and different personal situations. Some investors are cautious, & some are high risk takers, some are emotional, & some are informed, some are casual, & some are technical, some have time to spare, & some are time constrained. All these unique client types and situations deserve unique strategies, and thus advisor plays a very critical role. We are cognisant of our responsibility and from the point of view of investment management, we see this more rigorously as Investment objectives and Investment constraints. Objectives include goals, amount of wealth needed at a future date and link more with the return being sought, while constraints include factors such as time horizon, liquidity needs, personal tax situation and link more with how risk is to be handled.


SENSIBLE ADVISOR FOR BUSINESS OWNERS

We first understand the level of risk you are taking in your business and accordingly advise you on asset allocation.

This is unlike others who in general view you as high risk taking investors looking for equity products.

TRUSTED ADVISOR FOR ANXIOUS RETIREES

We offer finest money management related investment advisory and aim peace of mind during golden years post retirement

This is unlike others who view you just as any other rich client & looking to sell you expensive products.

PRECISE ADVISOR FOR BUSY PROFESSIONALS

We know that you seldom get time for yourself, so we offer you holistic yet precise advice that is coherent with your risk preferences

This is unlike others who are just looking to take your signatures for selling you pre-planned products.

RATIONAL ADVISOR FOR EMOTIVE STATE OF NRIs

We understand your emotional mind-set while investing in your own country, and offer right advice that is empowered with rational thinking

This is unlike others who take advantage of your time constraints and often sell you locked-in products.

OUR CLIENTS LIKE US FOR OUR DILIGENCE AS WE IDENTIFY AND MAKE THEM
PURSUE THEIR KEY FINANCIAL GOALS IN A WELL PLANNED MANNER


SECOND INCOME STREAM

BUILDING DREAM HOUSE

ACHIEVING EARLY RETIREMENT

SPLENDID MARRIAGE EVENT

ANXIETY - FREE GOLDEN YEARS

Client Testimonials

  • Refreshing departure from the stereotypical pattern

    SB, Gurgaon

    I have never had a satisfactory experience in the past with financial advisors from big institutions . Their emphasis was to off-load products attractive to their interests even though they were not conducive to the client’s portfolio. Advice Sense Wealth Management provides a refreshing departure from the stereotypical pattern. They study your needs and jointly develop a portfolio to meet your long-term aspirations. The products are well researched, service is provided for the transactions to happen in the e-mode. Their website provides comprehensive information not only on the portfolio status, but of dividends, short and long-term gains, tax implications and history of transactions. This is the kind of service I have been looking for – expert advice and service available all the time without having to worry about timelines . It is nice to have one place to come to, without being intimidated by relationship managers from larger institutions. This is what financial advisors should be.
  • Class Apart

    RJK, Landour

    We have worked with largest MNC bank, Indian private bank. Advice Sense Wealth Management is class apart; truly client-focused. Team of people with amazing integrity and values. They have sound understanding of the advisory industry, products, and are going to create a special market for themselves as there is a huge need for honest, ethical and sound investment advisory.
  • Discipline and Integrity

    RKA, Delhi

    Disciplined approach with solid integrity focused on Wealth Management and responsible advisory.
  • Rare Combination of Intent, Knowledge and Discipline

    SP, Delhi

    The intent of an advisor matters the most. After having dealt with banks and other distributors for years, I find Advice Sense Wealth Management different and a rare combination of right intent, advisory know-how, and disciplined approach to investing. All this along with consolidation of my investments at one place and flat fee model adds immense value to my investment portfolio. I happily recommend their service.
  • Just the Right kind of Advisory

    SK, Gurgaon

    What makes me recommend Advice Sense Wealth Management is that now I have access to all on my financial investments across products at one glance. Sensible investments, unbiased product selection, flawless technology, customized hand-holding. All this for a fair fee that is not correlated to portfolio value is just the right kind of advisory model that I was looking for.
  • Cost Advantage

    YM, Delhi

    I have been investing in mutual funds through a bank, and then when I discovered cost advantage of direct investing, I started dealing with online platforms that provide direct mutual funds. I also dealt with asset management companies directly. But, in all experiences, I saw huge gaps and/or conflict of interests. While banks were always keen to just sell a product for commission, online platforms were not capable to understand my risk preferences, and were not actively involved to review portfolio level performance. They were claiming artificial intelligence, but actually were lacking even in common sense! AMCs have a limitation of bias towards their own products. Advice Sense Wealth Management addressed all these issue. They provided flat fee, no product bias, advise objectively basis client risk and product risk adjusted performance. Their approach is right and is the way to go for this industry. I have recommended this to my colleagues and will happily recommend to all.
  • Perceptive and Right

    LM, Delhi

    They have everything in place. Years of experience, disciplined approach to investing, Robust technology platform, Amazing reporting system. All this for a few lacs on my portfolio is what I was looking for. I recommend Advice Sense Wealth Management to all investors looking for perceptive and right investment advisory.
  • Responsive, Sensible and Focused

    AR, Gurgaon

    If you want to know anything about investing, Advice Sense is the way to go. Flat fees, responsive staff, direct investments, online tracking, one click transactions and sensible advice make this an easy decision. I can clearly see the difference between their advice and the biased advice I get from banks and other distributors. I’m very happy with their service. I can focus on my work because I know they are focused on theirs.