WELCOME TO WISE ADVISOR

GIVE WINGS TO

YOUR DREAMS

Get closer to your dreams with the power of technology
in a quick and hassle free manner.
Get closer to your goals by selecting below path
Model portfolio
Equity-based portfolio based
on your risk appetite.
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Equity smallcases
Smart theme based portfolio
designed to outperform
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Mutual fund advisor
Goal based MF advisor to
achieve your long term goals
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  • Why choose Wise advisor?
    Get what you dream...

    Tailor-made portfolio customized to your needs & goals which will bring your dreams to life

  • Why choose Wise advisor?
    You don’t have to be expert

    Our robust algo based intelligence helps you find right fund to invest in.

  • Why choose Wise advisor?
    It only takes few minutes...

    Define your risk profile and goal to unlock best investment ideas to invest.

  • Why choose Wise advisor?
    One-time setup for
    worry free investment...

    Our wise advisory will auto suggest and update you as on when any changes required in your investments based on the market mood.

MODEL PORTFOLIO

Equity portfolio

BASED ON YOUR RISK PROFILE

Compare your portfolio with our model portfolio based on your risk profile selection
and get better suggested stocks to invest.
 
CONSERVATIVE
BALANCED
AGGRESSIVE

Preservation of capital is the most important objective. You are willing to take only a small amount of short term risk for potential returns that are higher than bank deposits

You are looking for moderate capital growth over the long term but are cautious towards taking high levels of risk. However, you are comfortable with short term fluctuations in returns

You are willing to take significant risk in pursuit of higher long term capital growth, willing to accept high market volatility and fluctuations in returns

equity smallcases
Simplifying stock
market investing

AxisDirect Wise Advisor gives you different baskets of stocks which reflects trending market ideas or themes called smallcases.

 

equity smallcases
Simplifying stock
market investing

AxisDirect Wise Advisor gives you different baskets of stocks which reflects trending market ideas or themes called smallcases.

  • Select your theme based smallcase - a bouquet of stock
  • Decide the amount and confirm
  • Re-balance your portfolio based on our advice

Pharma Tracker

Min. Amount

11520

1 Year Return

-2.82%

2018 Diwali Muhurat Picks

Min. Amount

29327

1 Year Return

-1.09%

The Great Indian Middle Class

Min. Amount

50691

1 Year Return

2.86%

Brand Value

Min. Amount

29034

1 Year Return

11.7%

Mutual funds
Funds that will help
achieve your goals

Get the best suitable schemes for you from over 100 shortlisted by our research across 15 different dimensions.

Mutual funds
Funds that will help
achieve your goals

Get the best suitable schemes for you from over 100 shortlisted by our research across 15 different dimensions.

  • Select your investment preference - SIP, lumpsum or tax saving
  • Choose your goal and risk profile
  • Our experts recommend you a bouquet of funds just right for you.

Children’s education

Give your children the best higher education.

Retirement

Don’t compromise on your lifestyle once you retire.

Home plan

Make your dream home a reality

Building wealth

See your money mulitply over time

Want to invest surplus

Make a lumpsum investment in our recommended mutual funds

Want to save my taxes

Plan ahead and save as much as you can on taxes. Invest in our hand-picked tax-saving funds.