We are WISE ADVISE INVESTMENT & INSURANCE CONSULTANTS , we make “Investment” a wise choice by efficient “Tax planning” and building a “Portfolio”, which fulfils your financial goals.
Explore our interactive tools & calculators to plan for your life goals. Feel free to reach us for best investment & Insurance plans.
We are one of best mutual fund distributor with more than 15 years of financial experience, located in Paschim Vihar, New Delhi, India.
We have served over 1500 + clients, invested in various equity and debt schemes. Instituted with the vision to be the most respected and referred group in Investment Plans. WISE ADVISE is known for superior client services, which means that we are easily accessible for our clients, we are willing to be measured according to their expectations, and we are proactive and clear communicators. Our business comprises of friendly and informed staff who maintain high levels of integrity.
WISE ADVISE is known as an object-oriented and superior financial planning firm. As our goals align with the value of our clients. We have a demonstrated procedure to convey total examination and exhortation conveyed by our accomplished experts. Our process includes regular follow-up on investments, risk-factors, and other special needs.
We focus on helping you understand and fulfil your goals of life. Wealth Investment Plans brings together financial goals and tax saving plans. The team’s extremely significant involvement in taxation and accounting is an individual asset in augmenting the tax efficiency of the customer dynamic portfolio. We implement tax-efficient strategies in our investment plans to ensure our clients keep as much of their gains as possible.
Every client is unique and their financial goals are different. We determine your goals, your resources, and any other admissible information in order to develop a financial plan that best fits your requirements. It takes time and careful analysis to come up with an appropriate plan. The Financial Plan decides how we manage your investments.
Adhering our values allows us to serve our clients to the best of our abilities. WISE ADVISE is built on serving and satisfying our clients. Meeting our clients’ needs is and always has been our Number 1 priority. We make a positive difference in our clients’ lives. When we execute with excellence, success naturally follows. PTIC provides world-class service and is personally accountable for delivering results.
We emphatically put stock in engaging our customers. So that they not only understand the plans we set up but really engage and interact with the planning process. As a result, our clients get as much as benefits and output out of our possible. At PTIC, We always do everything we can to ensure our advice is straightforward and exceeds expectations.
WISE ADVISE today holds a reputation for providing “ONE STOP SOLUTION UNDER ONE ROOF” with business segments linked & related to Financial Planning, Investment, and All kind of Loans& Insurance Portfolios. We, at WISE ADVISE have adopted core values of ethical business services. WISE ADVISE firmly believes in the long-term relationship, dependable advice, watchful care of the interests of our esteemed clients. We simply want to be the best in the eyes of our patrons by providing personalized services at their doorstep.
WISE ADVISE as a body together with its professional cadre has consistently honoured with top achievement awards and certificates of excellence by The Premier Association of Financial Professionals.
Awards and Recognition
Our Way of Success
We are very proud to be one of the very few financial firms in the country in terms of professionalism and qualifications, who have honoured with ‘more than 100 +awards’ in the last few years.
SERVICES WE OFFER
- FINANCIAL PLANNING
- RETIRMENT PLANNING
- Mutual Funds (Lumpsum /Sip’s)
- Capital Gain Bonds 54EC
- DEMAT A/C
- LIFE INSURANCE
- HEALTH INSURANCE
- GROUP HEALTH INSURANCE
- CAR INSURANCE
- TRAVEL INSURANCE
- MARINE INSURANCE
- HOME / OFFICE / FACTORY / STOCK INSURANCE
- Risk Profiling
- Inheritance Services.
Business Hours :
- Monday to Saturday 9:30 Am to 6:00 PM
- Sunday Closed.
Address:- Office no-37, First Floor, Triveni DDA Market, Block A-4, Paschim Vihar, New Delhi-110063
Landmark:- SRI ACTION BALAJI HOSPITAL, Paschim Vihar
Mobile:- (+91 ) 9873842244