Rule the stock market with India’s first ever Robo-Advisors
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Citizens of the world are becoming money-smart, investing in Taking this as their problem statement,
What is it?
As a bionic advisor, ‘Advisesure’ uses specialized advice software to create investment recommendations for clients based on age, risk tolerance, assets, income and other factors. Once the system generates results, the bionic advisor injects the human element into the advice service.
Advisesure offers unbiased Personal Finance and
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The investment advice is further reinforced by Advisesure’s strategic and ‘lifestages’ approach towards Tax minimization, Wealth protection and Risk Protection, thus giving clients a holistic solution to all their financial needs and investing lifecycle.
How does it work?
First 35 odd different kinds of portfolios of customers have been made in terms of different customer profiles. When a customer seeks the help of AdviseSure, a psycho mapping of the risk profile of the customer is done with the existing profiles.
“The idea is to give a 360 degree view of his finances and help him in seeking goals to become financially independent. Our aim was to use technology to deliver a product at a reduced cost,” said Abhimanyu Sofat, co-founder of AdviseSure.
This unique advisor of India plans to exted their services to
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“We plan to advice on questions like whether one should buy a house or stay on rent?” he said.
(Image credits: advisesure)
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