V-Financial Services is a wealth advisory firm providing unique and innovative financial solutions to individuals, corporates and NRI’s. Our advice puts customer at the center and optimizes their resource to work towards their goal.
‘V’ practice financial planning with a perspective of accomplishing our client’s financial goals making it a hassle free process.
We identify and prioritize client’s goals and the associated cost required to achieve the same. Accordingly, we develop a plan that suits client’s financial needs.
Basis the risk profiling, asset allocation plan is devised. To reduce the level of volatility of a portfolio we diversify client’s investment into various asset classes.
We implement an investment strategy that balances client’s risk v/s reward by adjusting the percentage of each asset in the portfolio. From the basket of products in each asset class we filter down the best suited product as per the client’s individual requirement/goal.
We review the progress of the client’s financial plans periodically and make adjustments to the recommendations required to help
achieve their goals. We provide reports to our clients periodically and as per their requests so that they can have a holistic view
of their portfolio performance.
We use risk-minimizing strategy to realign the weightage of the asset class in the portfolio as per market dynamics/policy change /product performance or change in risk tolerance level of the client.