About US
Professional Financial Planning & Wealth Advisory
About Us
Advizorz.com is a Noida (NCR), India based financial advisory firm which is founded by Mr. Saurabh Kathpalia, who is a CFPCM, an M.B.A and a SEBI Registered Investment Advisor. As of January 2021, Saurabh has close to 16 years of rich experience in Financial Advisory having worked at Senior Positions with Fortune500 brands like Ameriprise Financial, Standard Chartered Bank and Top Indian Banking Giants like HDFC Bank, ICICI Bank and AXIS Bank.
Mission
The Mission of Advizorz.com is to add maximum value in each and every client’s portfolio by bringing complete transparency and alignment of our client’s interests with the interests of our organization. At Advizorz.com it’s always our Client first, last and everything in between.
Vision
The Vision of Advizorz.com is to be consistently counted among the most trusted names in India and across the globe, when it comes to seeking Financial Advice.
Financial Advisory
WHY US
As of January 2021, While we have close to 200,000 AMFI registered Mutual Fund Distributors in India, we just have close to 1300 SEBI Registered Investment Advisors (RIA) in India. This fact itself gives you an idea about the exclusivity of Financial Advice you get when you work with a SEBI RIA. At Advizorz.com, every Individual who will manage your Portfolio will be adequately qualified to act as a Person Associated with Investment Advice (PAIA), as per SEBI guidelines. Hence, you can rest assured that your wealth is being managed by thorough professionals who are subject to higher compliances, annual audits, higher educational qualifications and on-going professional education and certification requirements.
01
Complete Alignment of interests
At Advizorz.com, our interests are truly aligned with our client’s. Behind each and every decision we take, we are looking for an answer to one common question , that is, what value is it going to add in client’s portfolio in terms of Risk – Reward ?
02
Proper Risk Management
We take pride in being upfront and letting our clients know first thing the inherent risks involved in every investment, be it equity, debt, commodities or any other asset class. At advizorz.com , our main job is to deliver superior risk adjusted returns.
03
Complete Transparency
Working with an Advizorz.com Investment Advisor, you can rest assured of getting complete transparency in terms of each and every penny which is spent in fees and charges and where it is invested, along with knowing inherent risks.
04
Setting the Right Expectations
We do not promise you the moon. However, with our hand holding, with our focused and time tested scientific approach to investing in diversified asset classes as per your goals and risk profile, along with regular rebalancing of your portfolio , the odds will be heavily stacked in your favour to create significant Alpha and ultimately some serious wealth.
Our Founder
Follow us
As they say, “One needs an edge and a hedge to be successful at Investing.” We at Advizorz.com ensure that your portfolio has plenty of edge and hedge to be a Winner.
Our founder Saurabh Kathpalia is a CFPCM ,an M.B.A and a SEBI Registered Investment Advisor, with over 15 years of rich experience in Financial Advisory. Saurabh has worked at Senior Positions with Fortune500 brands like Standard Chartered Bank , Ameriprise Financial and Top Indian Banking Giants like HDFC Bank, ICICI Bank and AXIS Bank.
Saurabh is a constant learning machine and an ever evolving person. Saurabh is known for his ethics, integrity and the value he attaches to his relationships, be it personal or professional.