Our Advisory & Training Services
At ASISA, we provide strategic advisory, practical training and hands-on implementation support across critical operational areas, enabling organizations and individuals to achieve sustainable growth, security, and efficiency.
A. Financial Wellness for Institutions, Teachers, Employees & Families
We believe financial well-being is the cornerstone of a productive and stress-free life. Our financial wellness programs are tailored for educational institutions, corporates and community organizations to empower people with the tools and knowledge to make informed money decisions.
Our services include:
Mutual Fund Distribution (AMFI Registered)
Personalized investment planning to match life goals
SIP, lump-sum, and goal-based investment options
Risk profiling and portfolio review sessions
Life, Health & General Insurance (IRDAI Certified)
Comprehensive coverage solutions for individuals, families, and groups
Term, endowment, and ULIP plans for life protection
Health and accidental insurance for financial security during crises
Motor, property, and travel insurance for asset protection
Financial Education & Retirement Planning Workshops
On-site and virtual financial literacy sessions
Tax planning and savings optimization strategies
Retirement readiness programs for long-term peace of mind
Outcome: Enhanced financial security, reduced stress and improved focus on personal and professional goals.
B. Procurement Excellence for Institutions
Procurement is more than just purchasing—it’s a strategic function that impacts cost efficiency, compliance, and organizational reputation. We help institutions streamline their procurement processes to drive value and reduce risks.
Our expertise covers:
End-to-End Procurement Lifecycle Management
From needs assessment to vendor selection and contract management
Technology adoption for transparency and speed
Vendor Life Cycle Management
Onboarding, evaluation, and continuous performance monitoring
Building long-term, mutually beneficial supplier relationships
Compliance & Audit Readiness
Ensuring adherence to procurement laws, policies, and documentation standards
Preparing for internal and external audits with confidence
Risk Mitigation & Sustainable Sourcing Strategies
Identifying and managing supply chain risks
Implementing ethical, environmentally responsible sourcing practices
Outcome: Cost savings, improved efficiency, compliance assurance, and a resilient supply chain.
Why Choose Us?
Certified experts with real-world experience
Customized solutions for different industries
Focus on measurable results and long-term value creation