Our Mission

We want to deliver most un-biased financial advice and bring Financial Freedom for every individual.

What is AdviseSure?

How is it different from other Financial Advisors?

Why do you charge for Advise?

How does it work?

Meet the team

In each area of our Services – Financial Planning, Wealth management, Taxation and Alternative Investments, we have got rich and extensive experience. With an experienced team of qualified people coming from Varied professional backgrounds, our approach is to simplify the whole world of Financial Management.

Abhimanyu Sofat

Co-Founder
Head Advisory and Enagagement

Abhimanyu is very passionate about Personal finance, Investing and understanding businesses.

Prior to founding Advisesure, Abhimanyu had been a Fund Manager at India’s Largest Stock Broking Firm, Angel Broking. He also worked with Avendus capital as a Sell-side research analyst, creating in-depth reports across sectors. He has successfully managed multi-million-dollar portfolios as a fund manager.

Abhimanyu is a voracious reader with a deep interest in international issues. He along with his wife are blessed with a lovely daughter.

Sameer Aggarwal

Co-Founder
Head- Relationships and Alliances

Sameer is a co-founder of AdviseSure and creative at heart. He is a qualified Chartered Accountant and holds Executive certification by IIM Kozhikode.

Sameer has been in the Financial Services for long and has worked with some of India’s largest Financial institutions like Bajaj Finserv, ICICI bank, Motilal Oswal Securities. He has built a robust track record of successful initiatives and enduring relationships founded on strong values and ethics.

You could describe him as a talkative and Married, with two lovely kids. Wish to go for iron man one day.

Shantanu Nayyar

Head Enterprise Solutions

Shantanu is a seasoned sales Professional in B2B space and carries an excellent understanding of vertical intricacies.

He is a commerce graduate & has worked with some of India’s finest sales brands like Mahindra’s Holiday, Bajaj life & HDC Standard Life. He is natural in opening relationships & has been carrying successful track record of achievements.

You could describe him as Die hard Health freak and can be seen regularly on Marathon tracks.

Imran Khan

Head Web Properties

Imran is a keen learner and loves to explore new technologies and ways to enrich customer experience

He is Masters in Computers, who believes in continuous learning while on the job. Imran working on bringing in fresh thought process in improving the back end applications.

You could describe him as Entrepreneur and someone who can push himself to the brim.

Track your money, insurance & investments at one place

Detailed need analysis

We don't offer general advice. Our algorithms deliver personalised advice

Freedom to buy/sell anywhere

We don't push you products for commissions. You can invest with your agent of banker.

Cover all products

We don't limit our advice only to Mutual fund, but advice on all products right for you.

Secured Confidential

We offer bank level security and all client specific information is kept confidential.

Read What our patrons say about us and our services.

Statutory Disclosures

  • Advisor NameAdviseSure Investment Advisors
  • Transaction partnerAdviseSure Ventures Private Limited
  • IncorporationIncorporated in India
    Registered as a private limited company under the Indian Companies Act, 2013
  • Directors Sameer Aggarwal
  • Working officeAdviseSure Ventures C/411, Crystal Plaza, Opp. Infinty Mall, Andheri West, Mumbai - 400053
  • Phone9967660903
  • E-mailcare@advisesure.com
  • Affiliates Broking
    1) Tradejini Financial Services Pvt Ltd:
    BSE-CM: INB011465532 | INF-F&O: INF011465532
    NSE CM: INB 231465536 | NSE F&O: INF231465536 | NSE CDS INE231465536
    CDSL Depository Participant: IN-DP-CDSL-681-2013
    Corporate Office: Vasavi Square, 2nd Floor, No. 75/757, 10th Main Road, 4th Block, Jayanagar, Bangalore-560 011.
    Regd Office: Suvas, No.4, Shankarmutt Road, 3rd Cross, Shankarpuram, Bangalore-560 004.
    Mutual Funds
    2) Axis Asset Management Company Limited
    3) Birla Sun Life Mutual Fund
    4) Canara Robeco Asset Management Company Ltd.
    5) DSP Blackrock Investment Managers Ltd.
    6) Franklin Templeton Asset Management (INDIA) PVT. LTD.
    7) Franklin Templeton Mutual Fund.
    8) HDFC AMC LTD.
    9) ICICI Prudential Asset Management Company LTD
    10) IDFC Asset Management CO.PVT. LTD.
    11) Kotak Mahindra AMC LTD.
    12) Motilal Oswal Asset Management Company LTD
    13) Reliance Capital Asset Management LTD.
    14) SBI Funds Management PVT.LTD
    15) Sundaram BNP Paribas AMC LTD.
    16) TATA Asset Management LTD.
    17) UTI Asset Management Company LTD.
    Taxation
    18) Gupta Sagar and Co. Chartered Accountants
  • Certification1) Registered Investment Advisor.
    2) AMFI certified Advisor
  • Legal & Compliancelegal@advisesure.com

Find Answers !