OUR OFFERINGS
FINANCIAL PLANNING & PORTFOLIO CHECK
We begin by understanding your unique wants, needs, and circumstances while also taking into account all the important factors that may impact your finances. From there-on, we identify your life's goals to help you establish & pursue those things in life that are most important to you. Such analytical financial planning provides you peace of mind and makes you understand rationale for every investment decision. Such understanding makes you confident and prepares you to become a long term investor. Additionally, we also analyze your current investment portfolio and find out the gaps. Insights derived from the portfolio analysis are then written and discussed. Final inferences are incorporated while formulating the investment plan.
SYSTEMATIC INVESTING & MF RECOMMENDATIONS
The key to wealth creation is adopting regular investing discipline and controlling temptations that force you towards impulsive decisions. We achieve this by simply following Goals-based systematic investing that looks around the individual investor. The efficacy of our investment strategy is not measured only by traditional yardsticks like market indices, benchmarks and standard deviation. But, performance is also measured by the investors’ progress toward achieving each stated goal. Goal mapping and plotting of investments against life goals not only brings in the discipline of regular investing, it also makes it easy for you to determine how much risk is right for each investment as every goal is time bound and entails a time horizon.
ADVISORY & PORTFOLIO MANAGEMENT
The key especially in managing large portfolios is immaculate advisory. We achieve this by combining data backed research with years of experience. For us advisory is not selling a product and maintaining investor relationship. It is a professional responsibility that is performed with the knowledge & understanding of financial markets, and financial products. It’s an art as well as science of making a constant attempt to maximizing returns at a given appetite for risk. This entails making the right decisions about the asset allocation, diversification, and fund selection amongst the various trade-offs like debt vs equity, growth vs income, index funds vs multi-cap funds, passive investing vs dynamic investing etc.
EVERY FINANCIAL PRODUCT CATEGORY HAS ITS OWN MERITS, SO, WE COVER THE BEST AND THE RIGHT ONES IN EACH CATEGORY
MUTUAL FUNDS
BONDS
EQUITY PMS
STRUCTURED PRODUCTS
AIFs
ONE COMPREHENSIVE SET UP CREATED FOR INFORMED INVESTORS SEEKING IMPECCABLE AND SEAMLESS EXPERIENCE
ONE GLANCE VIEW OF NET WORTH & PERFORMANCE ACROSS ASSETS
COMPREHENSIVE PORTFOLIO ANALYSIS & REPORTING
INSTANT ACCESS TO HOLDINGS & CAPITAL GAIN STATEMENTS
FLAWLESS EXPERIENCE OF PAPERLESS INVESTING
QUARTERLY INVESTING GUIDE AND TOP RECCOMMENDATIONS
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.