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Olivia Rhye
Senior Executive - NRI

“Advisee’s advice helped me structure my finances and plan with purpose.”

Amit R
Senior Executive - NRI

“Advisee makes expert advisory accessible, without losing the personal touch.”

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1000+

Clients Advised

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25%

CAGR Achieved Over the Last 10 Years

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in Financial & Real Assets Under Management

40+

Asset Management Partners

Wealth Management, Redefined.

More Than Advice - A Full-Service Wealth Platform

We go beyond trading – helping you plan, protect, and grow.

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Personalised Strategy
Your action plan
Retirement
loaderCreating your action plan
45% Equity
20% Debt
35% Alternates
Wealth Management

Personalized strategies, so your wealth can grow with confidence.

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Tax Expert
Your Tax Strategy Expert
Income ReviewIncome Review
PlanningInvestment
Declaration & Planning
DeductionsDeductions &
Exemptions Strategy
Tax Advisory

Leave your tax planning and compliance to us, so you can maximize your finances

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Equity market
US Election happening
Jan 2024Feb 2024Mar 2024Apr 2024
Equity Advisory

Maneuver effortlessly through the ups and downs of equity markets

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Financial goal
College Fund
Financial goal
Retirement
Financial goal
Buy a Car
Financial goal
Build a Home
Financial goal
College Fund
Financial goal
Retirement
Piggy
Direct . Growth
Invesco India
26%per year
Direct . Growth
ICICI Prudential
25%per year
Mutual Fund Advisory

We help you diversify your mutual fund portfolio to align it with your broader financial goals.

Real Goals. Real Guidance.

Advisee is for All

From entrepreneurs building first-gen success to NRIs managing global portfolios –
we partner with those who see wealth not as an endpoint, but as a foundation for more.

Group of diverse entrepreneurs
First-Generation Entrepreneurs

Manage finances to focus on business growth and lo...

Family business team
Family Business Owners

Preserve legacy while planning for growth and succ...

Public figure in professional setting
Public Figures

Strategic advice to manage your wealth discreetly ...

Professional in office setting
Working Professionals

Safeguard your future with clear wealth management...

Professional in office setting
Working Professionals

Simple and compliant cross-border wealth managemen...

Built on Experience. Driven by Performance.

With over a decade of hands-on experience, we've helped

1000+

1000+ Clients Advised

Trusted by families to build and protect wealth.

25%

25% CAGR Over 10 Years

Consistent long-term growth delivered.

$1B

$1B Assets under Mangement

Managing real and financial assets with care.

40+

40+ AMC Partnerships

Access to top investment opportunities.

Our Promises

Your Priorities, Our Mission

At Advisee, we recognize that your financial goals are unique and evolving. We're dedicated to helping you achieve them through

Delivering Results

Focusing on consistent, measurable outcomes by employing advanced analytics and regular performance reviews.

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Data-Driven Deployment
Unbiased Advice
Innovative Strategies

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Research and Market Insights

Let’s Build a Smarter Future for Your Wealth

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