AxisDirect presents Wise Advisor, an intelligent ROBO advisor for meeting your financial goals.
Wise Advisor (ROBO) is an automated tool where you can provide your personal details and according to that the system will suggest an MF investment plan.
Based on your financial goals, like meeting expenses for education, marriage, retirement etc. and risk appetite & time horizon, the system will suggest a suitable MF investment plan. The plan can assist you in building your investment portfolio for meeting these expenses. You just need to select relevant option and rest of the things will be taken care by the Wise Advisor (ROBO).
It combines the expertise of Mutual Fund research with the power of technology in a quick and hassle free manner. What’s more, you can start your MF investment even with as less as Rs. 5000.
Invest instantly, anytime, anywhere.
Set up monthly investments (SIPs)
SIPs are awesome wealth-builders. Invest regularly and automatically in our expert recommended funds
Invest a surplus amount now
Make a lumpsum investment in our recommended mutual funds
Invest to save on your taxes
Plan ahead and save as much as you can on taxes. Invest in our hand-picked tax-saving funds
WHY WISE ADVISOR
Get tailor made MF portfolio customized to your needs & goals
Powerful & Consistent
Robust algo based intelligence
Allows you flexibility to change schemes for investment within the category
Auto monitoring & rebalancing to help you achieve your goals, no matter what