Wealthwise Advisors

The company is owned by a group of IITians with some having post graduation in business management from Indian Institute of Management who have been working in the financial sector for a long period of time! We have experienced the workings of the financial sector in particular and the economy in general over long periods, both at professional and personal levels. What prompted us to start the company was to give a fresh face to investing and financial planning. Our Client Assessment process is based on a rigourous framework of capturing your financial and other personal goals and matching them to the investments that you should be making. The solutions that are offered are unique to a person’s age, situation and his ability to take risks. In most situations, the financial plans offered are conservative in nature given the uncertainties of the future. If the client so chooses, he or she can opt for slightly most active plans! Taking moderate risks for portions of portfolio would help over the long term. Specifically our solutions suggest investing in: 1. A mix of assets so as to lower the risks of a concentrated portfolio 2. Preserve your gains by rebalancing out of assets that have done well. 3. Choose funds that are lower costs so as maximize your gains 4. Match your objectives to the right investments and advice against investing in certain assets that do not fulfil your timelines 5. Provide a life-cycle view to saving and investing right up to retirement and beyond! We have developed a platform that analyses your goals. Coupled with hands-on experience it directs the client on saving-cum-investment solution tailored to your individual needs. Clients are advised periodically on adding or exiting targeted assets. The strategies adopted by the platform are specific to your objectives and retirement plan. This is unique and indeed a safe better than average market return vis-a-vis other plans available.