#TheWealthCompany #MiliyeAapkeFinancialAdvisorSe #FinancialAdvisors #MutualFunds #AdviceLedInvesting #WealthManagement #InvestmentAdvice #FinancialPlanning #InvestorEducation
Encourages New-Age Investors to Choose Advice-Led Investing for Long-Term Wealth Creation
Chandigarh: In an era dominated by Do-It-Yourself (DIY) investment platforms and mobile trading apps, The Wealth Company, the asset management arm of Pantomath Group, has taken a bold step to re-focus attention on a traditional yet irreplaceable element of successful investing — human advice. The company has launched a six-month-long campaign titled “Miliye Aapke Financial Advisor Se”, aimed at celebrating and reaffirming the importance of Financial Advisors, Mutual Fund Distributors (MFDs), Investment Planners, and Financial Consultants in guiding investors across India.
The campaign comes at a time when younger, tech-savvy investors are increasingly choosing direct investment plans through online channels, often lured by lower expense ratios. While direct plans can save investors 0.5% to 1% annually in fees, industry studies reveal that these savings may be overshadowed by costly behavioral mistakes such as emotional exits during market downturns, overexposure to volatile assets, and poor diversification.
According to research from Morningstar India, Value Research, and SEBI’s Investor Survey, investors who work with registered advisors tend to earn 1–1.5% higher annualized returns compared to those investing without guidance. This performance gap is largely attributed to better asset allocation, disciplined investment behavior, and timely rebalancing of portfolios. In essence, while DIY investing may suit experienced individuals with high financial literacy, advice-led investing ensures that emotional biases are minimized and long-term objectives remain in focus.
Campaign Vision and Message
The core idea behind “Miliye Aapke Financial Advisor Se” is simple but powerful: digital tools have made market access easier, but they cannot replace the nuanced understanding, empathy, and trust that come from a human advisor. The campaign positions advisors not merely as intermediaries but as educators, mentors, and financial caregivers — particularly for first-time investors and households in Tier II and Tier III cities, where personal trust plays a decisive role in financial decisions.
As part of this initiative, The Wealth Company has released a compelling short film showcasing real-life stories of advisors helping clients navigate complex investment decisions, withstand market turbulence, and achieve important financial milestones such as children’s education, retirement planning, and home ownership.
Leadership Endorsement
The campaign was formally unveiled by Lieutenant General Kanwal Jeet Singh Dhillon (Retd.), former Corps Commander of XV Corps (Srinagar) and a central figure in the Balakot Strike Ops, who now serves as Chairperson of IIT Mandi. Speaking at the event, Lt. Gen. Dhillon remarked:
“It was an honor to unveil this campaign. In a country where financial awareness is still in its early stages, financial advisors are the anchors of trust and guidance. They are not just service providers — they are protectors of people’s financial futures. The Wealth Company’s vision to highlight their importance is both timely and socially relevant.”
Industry Voices
Ms. Madhu Lunawat, Founder, MD & CEO of The Wealth Company, emphasized that the role of advisors is underappreciated despite their significant contribution to wealth creation in India.
“Behind every disciplined SIP, every carefully diversified portfolio, and every investor’s long-term success, there is often a patient, trusted advisor working quietly in the background. With this campaign, we aim to recognize these unsung heroes and educate new-age investors about the immense benefits of advice-led investing — which goes beyond returns to offer peace of mind and financial security.”
Adding to her thoughts, Mr. Debasish Mohanty, Chief Strategy Officer, noted:
“In Tier II and Tier III towns, financial advisors and mutual fund distributors are often the first and sometimes the only source of financial literacy. This campaign humanizes finance again, telling the stories of people who make investing accessible, compliant, and impactful. It’s about putting people before products.”
Digital-First Strategy for Bharat Markets
The Wealth Company is using a digital-first outreach strategy to maximize the campaign’s reach. While the core audience includes investors in metropolitan cities, a significant focus is on Bharat markets — Tier II and Tier III cities — where investing habits are strongly influenced by personal recommendations and community networks.
The campaign’s short film and supporting materials are being promoted through social media platforms, regional language content channels, and community-driven investment forums. The company plans to collaborate with influencers in the personal finance space to extend the campaign’s impact over the next six months.
The response so far has been promising, with early engagement metrics showing strong interest in content that highlights the trust-based advisor-investor relationship. By blending storytelling with practical investment education, The Wealth Company hopes to not only raise awareness but also encourage action — inspiring more investors to seek qualified advice before making financial decisions.
The “Miliye Aapke Financial Advisor Se” campaign is ultimately a call to action for investors to blend the best of technology with the irreplaceable value of human insight — a combination that can safeguard wealth, reduce investment anxiety, and drive financial success across generations.
#TheWealthCompany #MiliyeAapkeFinancialAdvisorSe #FinancialAdvisors #MutualFunds #AdviceLedInvesting #WealthManagement #InvestmentAdvice #FinancialPlanning #InvestorEducation #Tier2India #Tier3India #MutualFundDistributors #InvestingWisely #FinancialLiteracy #WealthCreation
