Consulting Experience
The name “Advi Sage” is a combination of two words “Advi” and “Sage”. “Advi” is a shortened version of the word “advisory”, which relates to the business’s consulting and wealth management services. “Sage” refers to someone who is wise and experienced, which conveys a sense of expertise and knowledge in finance and investment. Together, the name “Advi Sage” suggests a business that provides wise and knowledgeable advice in the realm of finance and consulting.
Explore MoreI am a seasoned Financial Planner with over 5 years of experience managing High Net Worth Individuals (HNI) and Ultra High Net Worth Individuals (Ultra HNI), specializing in clients with a minimum ticket size of 10 Crores and above. As a Multi-Asset Wealth Manager and a Personal CFO of a client, I have an experience of providing comprehensive financial services including Banking, Investments in Mutual Funds, Fixed Income, Gold, Direct Equity, PMS, REITs, AIFs etc. Services also included products like Family Office Management, Investment Advisory, and Estate Planning Services ensuring holistic financial solutions tailored to the unique needs of each client.
Advisage Wealth provides multiple wealth management services which includes Mutual Funds, PMS, AIF , Fixed Income Products etc. We help our clients in preparing a detailed asset allocation strategies in order to achieve their long term financial goals.
Worked for more than 3.5 years in Kotak Wealth as a Private Banker managing HNI & Ultra HNI Clients.
