The Solution – Advice Sense

THE SOLUTION - ADVICE SENSE

When it comes to investment related money matters, the human mind becomes fearful and worrisome on one hand, greedy and over-confident on the other hand. The industry and your advisor often exploit this oscillation of human mind and sell you one product after another in line with your changing state of mind. This results in your portfolio adding riskier investments when markets are expensive and risk-averse investments when equity markets are under-valued. Advice Sense brings in the power of responsiveness, analytical approach, competent techniques and advisory philosophy is based on these principles and five values . We ensure that our clients take right decisions with right discipline


RESPONSIVE ATTITUDE

Advise Sense understands the common investor biases and follows unbiased advisory with integrity. Consequent sense of responsiveness is our biggest strength and is highlighted in our punchline as well, 'Simply Ethical'

ANALYTICAL APPROACH

The ultimate purpose of behavioral finance is achieving peace of mind. Step by step analytical process makes this possible. This begins with financial planning and risk profiling and time horizon of each investment in the portfolio is plotted rationally. As a result, asset allocation is analytically deduced. Investment product/fund recommendations are also made after analytically analyzing various quantitative and qualitative factors. Such analytical process makes our clients’ not only achieve peace, but it also makes them much more confident about their investment portfolio. This leads to minimization of the common emotional reactions to market volatility.

COMPETENT MINDS

Advise sense possesses the requisite certifications, and experience that makes it a competent advisor for your portfolio. Two biggest investor biases that most advisors find difficult to manage are trend chasing bias and recency bias. Advise Sense handles these biases by following a market linked systematic investing techniques. Investments are recommended not only to be made with a regular discipline but also the allocation of amount is recommended to align with market valuations. This leads to deployment of higher amounts at lower valuations and vice-a-versa.

DISCIPLINED BEHAVIOUR

Wealth is created with long term passive investing and not active trading or frequent reviewing. Following discipline is not easy given behavioural biases that originate from greed and fear, but we stick to arduous methods of educating our clients and not simply socialize with them. This enhances our clients’ understanding, and also, their biases are checked and controlled.

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.