A financial plan is the road map for your financial life.Learn More
Tax planning is not a device to reduce tax burden.Learn More
We all have objectives we want to achieve in life,Learn More
All parents dream of fulfilling all the requirements and desires of their kids.Learn More
With retirement not far around the corner, your needs will be rapidly changing.Learn More
Life is full of unexpected expenses. Further, there are dreams and goals that one wants to realizeLearn More
We are dealing in financial products for the last 15 years, working full time with all financial products.i.e. life insurance, general insurance, mutual funds, bonds, stocks, post office, RBI bonds etc.
We are WISE ADVISE INVESTMENT & INSURANCE CONSULTANTS, we make “Investment” a wise choice by efficient “Tax planning” and building a “Portfolio”, which fulfills your financial goals.
Mutual funds are a type of certified managed combined...Explore More...
Insurance provides financial protection against a loss...Explore More...
Fixed Deposit aka term deposit is an instrument...Explore More...
May it be the Dream Home of a common middle class family...Explore More...
Real estate refers to land, as well as any physical property...Explore More...
A Mutual Fund is a body corporate that pools the savings of a number of investors and invests the same in a variety of different financial instruments, or securities. The income earned through these investments and the capital appreciation realised by the scheme are shared by its unit holders in proportion to the number of units owned by them. Mutual funds can thus be considered as financial intermediaries in the investment business who collect funds from the public and invest on behalf of the investors. The losses and gains accrue to the investors only. The Investment objectives outlined by a Mutual Fund in its prospectus are binding on the Mutual Fund scheme. The investment objectives specify the class of securities a Mutual Fund can invest in. Mutual Funds invest in various asset classes like equity, bonds, debentures, commercial paper and government securities.
An Asset Management Company (AMC) is a highly regulated organization that pools money from investors and invests the same in a portfolio. They charge a small management fee, which is normally 1.5 per cent of the total funds managed.
Earning an income allows you and your family to do many things. It pays for your mortgage, buys cars, food, clothing, vacations and many other luxuries that you and your family enjoy. However, certain situations can cause you to lose your income, and those who depend on you also depend on your income. If any of the following statements about you and your family are true, then it is probably a good idea for you to consider life insurance.
1) You are married and have a spouse.
2) You have children who are dependent on you.
3) You have a parent or relative who is aging, or disable and depends on you.
4) You have a loved one in your life that you wish to provide for.
5) Your 401K retirement plan, pension and savings arent enough to insure your loved ones future.
What Are My Life Insurance Options
There are four basic types of life insurance that can meet you and your familys needs:
This is the least expensive type of life insurance coverage, and at least at the beginning, the simplest. Term life insurance policies do not accrue cash value, and are fixed over an extended period of time - usually one to 0 years, and they can be renewed. This life insurance policy pays the beneficiary of your policy a fixed amount in the even that you die in the period of time that your policy includes. The premiums of term life insurance are lowest when you are young and increase as you get older
CAO, The Royal Bank of Scotland
It’s around January 2016 when I first interacted with Ankit Chopra (Owner of WISE ADVISE) His knowledge and insight on the Insurance industry are credible and impressive. He holds a portfolio of many colleagues and everybody has thumbs up for him. Since then, he is holding my insurance portfolio and keeps me updated on any change, and helps manage my busy schedule. Thanks, Ankit, for your professional support.
Owner, Vikram Monga’s Academy
Mr. Ankit is extremely helpful and always guides in the right direction. He timely reminds us regarding renewals of insurance and also updates on when is the right time to invest. Would highly recommend him for your investment or insurance concerns!
Group Leader at Daiichi Sankyo, Life Sciences Research Centre, India
WISE ADVISE has been managing my Portfolio very efficiently for the last 12 years. They are very Proactive and manage my funds by giving recommendations at the right time. They send me the information of any new product launch and explain to me the benefits in investing in those products. Keeping them as my financial consultant has been of great help.
Director, Technologies at American Express
WISE ADVISE has been my financial consultant for the last 10 years. They have exceeded expectations from a portfolio management standpoint. A lot of my loss-making funds were converted at the right time and now funds recommended by them are showing ultimately yielded profits. They had always been available for giving prompt services. WISE ADVISE has multiple areas of domain expertise which is great in the diversification of my funds.
Vice President, Nucleus Software Exports Ltd.
“Proactiveness, Relationship & Determination area the key Characteristics that comes to my mind when I think of Ankit chopra (Financial Portfolio Planner Owner of WISE ADVISE). Ankit has a “Can Do” attitude and leaves on stone unturned to achieve what he needs to get his work going. Amazing at Professional front and every good human being at personal front., Wishing him good luck for every walk of life!”
Customer Experience Manager, Ecom Express Pvt. Ltd.
Few months ago my 11-year-old daughter had to be hospitalised due to covid related complications. On my way to the hospital called Wise Advise to check how I can utilise my medical insurance for her hospitalisation. It was around 8 in the evening and all their office staff had left by then, but my call did not go unanswered, the company director himself. Mr. Ankit Chopra took my call and first assured me that my daughter will have well soon and then guided me about the insurance policy usage. As advised by him I deposited the token amount at the time of admission to the hospital and gave them my insurance details. The next morning the Wise Advise team took over and arranged all documentation. They not only got me the approval for cashless hospitalisation but helped me get a refund for my token amount deposited. They ensured that I have all my time at disposal to attend to my sick daughter without bothering about payments. Thank You team and Ankit for this seamless and selfless service.
Proprietor, Simrit Enterprises-UPVC DOORS AND WINDOW
I hereby would like to acknowledge the excellent service of Mr Ankit Chopra. We Indian believe in financial securities and always look forward to a financial advisor who can help in making a fruitful investment that keeps your hardened money safe in trusted mode and of course good interest rate. With this idea in mind, I approached Mr. Ankit Chopra of ‘Wise Advise Investment and Insurance’ for some financial guidance. As the name of his company so are his attributes. He has full knowledge of the financial market and he offered me a sustainable option. I am fully satisfied that my money is in a safe investment plan. He handled all my queries well, promptly answered them and guided me through the investment. Mr. Ankit Chopra gives right suggestions and is always available with prompt answers. I thank Mr Ankit Chopra for guiding me and for being such a supportive financial advisor. I would like to highly recommend Mr Ankit Chopra for the best financial investments. I wish him all the best for his entire endeavour. Keep the good work going!
EXPORT CONSULTANT, Global Exim Trade Consultant
I have been knowing Mr. Ankit Chopra for the past few months. He is a financial planner, and his firm name is Wise Advise Investment & Insurance Consultant. During my 1-2-1 with him, I came to know that he can provide several options for both long-term and short-term financial investments. He deals in all financial products of all major companies. I asked him the best options for long-term investment. After understanding my long-term financial requirements, he suggested a very good option and sent me a financial chart that clearly indicates the assured financial benefits which I will start getting after a few years. I immediately bought one of the investment plans from him and will also recommend him to all my clients and family members.
Principal Architect- thinQ Architects
I would like to mention the appreciable service that I have received from Mr. Ankit Chopra (Wise Advise insurance and financial advisor). Recently we got our investments planned and were guided aptly according to our needs and requirements. He has a team dedicated to specific tasks and has a very well-planned structure. Not only managing, but he also has a good grip on the knowledge that he acquired as well as according to the current scenario. They are prime in consultancy and planning one’s financial requirements and goals. I wish Mr. Ankit Chopra unparalleled success and a great future ahead.
Interior Designer Director- Hands on Design
Thank you to Mr. ANKIT CHOPRA, Director at Wise Advise Investments Consultants For guiding and helping us Invest in Best suitable products with his Impeccable and Vast knowledge about Various Products available in the Market He with his Strong Team has provided us an excellent service I would Strongly Recommend Mr. ANKIT CHOPRA and his company WISE ADVISE INVESTMENT CONSULTANTS For all kind of Investment consultation requirements
Founder - SR Consultancy
I have full acknowledgement for Mr Ankit Chopra of M/S Wise Advise Investment & Insurance Consultants as a true financial expert to my BNI journey. Ankit is highly energetic and has great knowledge of market and retirement linked investments plan who has displayed a great quality of leadership and driving force to BNI Prolific. He is a gem of a person and has proven his credibility in India with many financial institutions & appreciated by them too. His professional advice and guidance are the real benchmark for business networking. We strongly recommend FINANCIAL GURU for his excellent services and wish Mr. Ankit Chopra all the success in future endeavours.
Vastu & Astrologer
I met Mr. Ankit Chopra of Wise Advise, the financial planner. He understood the objective, the short-term goals, and the long-term goals. He strategically measured the risk-taking capacity of the investor i.e my daughter and then submitted a comprehensive proposal explaining the investment plan and the benefits in detail. The service is very professional and shows the experience and knowledge he has. I thank Ankit and his team for taking care of this and wishing his company the best of business. I highly recommend all to revisit their investment and do consult him.
Director - Sales and marketing, Saicomm Communication and Consultants
After meeting and understanding Ankit’s business model, I trusted him to manage savings and financial planning for my son, who started working recently and wanted to start saving for his higher education and more. I found that Ankit explained him so well, and with all his tools, made it very doable for my son. We as a family are very happy and satisfied with his approach and guidance. I am happy we trusted him and his services. He is now one window for all financial planning for my son. Wishing him good luck and I am sure with his immense knowledge, and system-oriented approach, he will ripe good fortune for the people he serves and for himself. Wishing him and his company Wise Advise, a great future.
Director, AMERICAN EXPRESS INDIA PVT LTD.
Wise Advise has an awesome team of caring professionals. Owner Ankit is personally involved and makes sure that client needs are satisfied. The team utilized recent technology and ensured good and proper communication with customers. Overall, a very positive experience.
Mr. Ankit Chopra is a hard-working professional with a proactive approach. He has a genuine concern for his investor`s hard-earned money. He understands well that within the growth of the people who have entrusted him with their savings, lies his own growth. With this belief, within a relatively short time, Mr. Ankit has succeeded to bring up Wise Advise as one of the most competitive investment destinations in Delhi. My best wishes to him and his committed team!
Sr. Research Scientist, Sphaera Pharma Pvt. Ltd.
Ankit has been my financial adviser for more than 3 years. He has been an adviser to most of my colleagues for many years. He is very competent. He understands the needs of the customer and gives the right advise accordingly. In fact, he developed my habit of saving. Wise Advise has got a bright future under his leadership. I would strongly recommend his service if someone is serious about savings. Best Regards!!!!!
Senior Data Engineer- American Express india private limited
Helped during Corona, I was in need of money and had to cancel my ICICI policy. The policy needed to be submitted in the ICICI office and I was afraid to step out of the home. I just called Ankit`s office, trust me, their service is top class. No irritating questions, they said, we will do it for you and did it in style. If you ever go to any office, most office people behave as if they are doing us a favour. You see all different worlds here, in short, peace of mind is assured here.
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Address:- Office no-37, First Floor, Triveni DDA Market, Block A-4, Paschim Vihar, New Delhi-110063
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