Invest Advise: A dexterous wealth management advisory firm breaking the barometer of biased wealth management processes
Anyone can earn money, but managing that wealth is an art. If not saved properly, money can burn your pocket! The Internet is flooded with millionaires who all fell down from their golden couch by the virtue of lacking proper wealth management and down-and-out advises. Sachin Gupta was working with leading financial institutions where he was unsatisfied from the present scenario and process of wealth management portfolio which was designed by ignoring clients’ need and requirements. He speculated to break the norm to provide unbiased wealth management advise and to create differentiation in the real estate and wealth management industry. Sachin’s vision took shape in form of Invest Advise on March 2012 with an objective of creating a niche for itself purely on the basis of knowledge, Professionalism, Transparency & Ethics in an industry where brokers/channel partners are not seen with grace. These along with honesty & integrity became foundation pillars of the company & today Invest Advise is seen as the “Channel Partner of Different League”.
Invest Advise: Creating the differentiator
“We don’t sell to our clients; rather we establish a relationship, which we nurture over a period of time. The company as a policy shares all the information very transparently with clients, which give better comfort to clients.”- Sachin Gupta, founder Invest Advise
Despite being the new-age company, Invest Advise has been successful in disrupting the wealth management spectrum. A team of 20 has held Invest Advise true to its identity so far and has strived to address the challenges put forward by the industry. For the very first time, Invest Advise imported “Lifetime Service Assurance” for NRI clients. The firm also got ISO 9001:2008 certification. Invest Advise has selective products qualified on safety and growth aspects for an investor. The company also ensures easy exit options for its clients, which gives them comfort in their investments. The research wing at Invest Advise undertakes research work on various aspects & parameters. Once a product/project qualifies against the parameters to make an investment a strong case, then only it is advised to clients. Invest Advise also bank’s on it’s after sale services, which is its core competency.
Invest Advise recognize the investment needs of NRI clientele and manage their financial portfolio through its focused personalized services. Invest Advise offers real estate advisory and complete wealth management platform helping clients with financial planning across various residential and commercial real estate as well as mutual funds. ‘The portfolio recommendations’ made by the company, center around an investor’s financial aspects. Innovatively designed products by brilliant developers offer reduction of clients’ cost of capital & resulting in the sales growth by four times in these markets. Invest Advise in variation to these, offers robust financial planning for individuals and families – assessing their risk appetites and advise investments, real estate services, loans & mortgages, & advisory. Innovatively penetrating in the Middle East Market by collaborating with communities residing there, Invest Advise introduced services for NRI’s parent living in India & providing them the products as per their needs and requirements. Invest Advise provides consultancy & Advisory services on Wealth management, Real Estate services, Financial Planning, Loans & Mortgages.
Creating a niche in a market dominated by major banks and mighty financial institutions was a challenge for Invest Advise. With its focused approach on advisory to NRI clientele and delivering Excellency, the client list of Invest Advise numbers more than 650. Company’s revenue is generated through developer commissions, advisory fees and margins from mutual fund offerings.
Milestones and Awards: Invest Advise tour de force
In a small span of time, Invest Advise has spearheaded its excellence and core competency across 18 Countries. Outlined below are the milestones achieved by Invest Advise:
- Company achieved ISO 9001:2008 certification in the 3rd year of its operation which is out of the box achievement in the financial industry.
- Invest Advise is currently managing 550 crores of acquired portfolios which number three times more than bank’s Portfolio.
- Invest Advise has been recognized as best overseas channel partner by World Trade Centre, Sun world & Omaxe during this tenure.
- Mr. Sachin Gupta was awarded “Young Entrepreneur Achiever Award” organized by Franchise India and validated by ET Now.
- The business voyage of Invest Advise has been tremendous. The firm also got recognized among the top 25 wealth management consultants by a leading magazine.
The man who invested his goals in Invest Advise
Founder & CEO, Invest Advise
An Economics graduate from Delhi University and a master degree holder in Marketing & Finance from IBS, Hyderabad, Sachin is a notable name to be reckoned in the financial industry. Prior to starting his own firm Invest Advise, Sachin has more than 8 years of experience in leading banking firms including ICICI, HSBC and Standard Chartered. He was awarded ‘Young Achiever Award’ in 2015. He strongly believes in maintaining client relationships at a personal level and assesses, regular product and market updates.
Walking towards the future
Invest Advise had a robust growth in last 4 years and the Invest Advise management is freshly looking at company’s AUM mark to jump 200 crores. With the vision of having a global presence over 6 locations in Toronto, Middle East (4 Offices), Singapore, the company is now focusing more on technology to transform itself as a one stop solution for clients; their status of projects, to keep track of the tentative market value of their investments. To sprout as a solitary global brand in 35+ diverse geographies by the end of 2017, Invest Advise is further strengthening its reach globally across Europe & African Continent.