Advantage AxisDirect

Meet your Wise advisor

Your goals. Our advice. One click!

Get closer to your dreams with the power of technology in a quick and hassle free manner.

Know More


  • 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.




BENEFITS



  • 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


  • Personalization

    Get tailor made MF portfolio customized to your needs & goals


  • Powerful & Consistent

    Robust algo based intelligence

  • Flexible

    Allows you flexibility to change schemes for investment within the category

     

  • Monitoring

    Auto monitoring & rebalancing to help you achieve your goals, no matter what



STEPS



  • Step 1:

    Login to Axis Direct

  • Step 2:

    Click on Wise Advisor



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Insights

Main Office Address

Unit No. 2, Phoenix Market City,15, LBS Road, Near Kamani Junction, Kurla (West), Mumbai- 400 070.

Email Address

In case of any queries please write to: helpdesk@axisdirect.in

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