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An AI driven holistic bespoke Wealthtech
platform for everyone

Problem

  • High initial portfolio and investment amounts
  • High management fees and hidden costs
  • Consumer lack of financial know-how
  • Passive reaction to global events
  • Model portfolios for customers

Solution

  • Low initial portfolio and investment amounts based on investor type
  • Competitive all inclusive management fees
  • Agile portfolio management with automated rebalancing
  • Dedicated section to encourage financial education
  • Unique and hyper-personalised portfolios for customers

Key Features

2

Hyper personalised
risk profiling and
portfolio recommendations

Based on
individual profiles,
needs and goals

4

Predictive
life financial
planning for all life stages

Smart Investment
suggestions based
on age and life stages

3

Sustainable
Investing

Clean portfolios
with an option
to optimise sustainability

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Low fixed
fees and starting
investment amounts

Low and categorised
beginner investment
amounts with minimal fees

5

Active
Portfolio
Recommendations

Round the clock
automated portfolio
management using AI

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Value Proposition

AIFA®

An Artificial Intelligent Financial Advisor (AIFA) providing enhanced wealth management services removing human cost and bias.

Access to complementary financial platforms

Offering access to banking, life assurance and crowdfunding to provide the customers seamless end to end financial services.

Financial Education

Empowering and educating investors to plan their financial future through behavioural predictive financial planning and a dedicated financial education section.

Team

6-Jan-10-2023-09-46-49-2372-AM

Tarun Ghulati

Chairman

8

Krishika Parekh

Chief Business Officer

9

Suchit Punnose

Director & Co-Founder

arvid

Arvid Pedersen

Director

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Franco Cassar

Non Executive Director

10

Rajesh Radhakrishnan

Chief Technology Officer

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Sheetal Gandhi

Business Manager

Values

Planet

Measure, mitigate and offsetting environmental impact of the company and the users by providing clean only portfolios and an option to optimise sustainable investments

People

Providing financial inclusivity by demystifying and increasing access to financial planning tools thereby encouraging financial freedom and control

Profit

Reducing costs by deploying emerging technology and minimising human involvement as well as aiming to provide above market rate returns to investors

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Register To Receive Priority Access

Contact Us

enquiries@myadvsr.com

+44  20  3907  3840

Gibraltar Address: 2 Irish Town, Gibraltar, GX11 1AA

UK Address: 16 Berkeley Street, Mayfair, London W1J 8DZ

Ribbon Wealthtech Plc, Company Number: 120409, operating under the brand name Advsr, is an incubation by Red Ribbon Asset Management Plc,
a Mainstream Impact Investment company, following the principles of the ‘Triple P Bottomline’ arising from Planet, People and Profit.

© Advsr 2024. All rights reserved.