Professional and dedicated consulting services

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.


Tailored Approach

‘V’ offers in-depth analysis and tailored advice so you and your family will have financial freedom today, tomorrow, and beyond.


Experienced Professionals

‘V’ is a group of qualified financial professionals having experience of more than 20 years in the BFSI sector.

Our Approach

‘V’ practice financial planning with a perspective of accomplishing our client’s financial goals making it a hassle free process.

  • Analyzing & Consolidating Current Portfolio
  • Identify Goals
  • Determine Risk Appetite
  • Select Assets Based On Risk Profile
  • Determine Best Asset Allocation
  • On-Boarding
  • Periodic Reports and Review
  • Re-Balancing

Analysing and Consolidating Portfolio

At ‘V’ we consolidate clients past and current investment into a platform and then analyze them. As per the customers financial goals and do gap analysis.

Identify Goals

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.

Determine Risk Appetite

We evaluate an individual’s willingness/ appetite to take financial risk, as well as the threats to which they are exposed.

Select Asset Based on Risk Appetite

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.                                                                                 

Determine Best Suited Products As Per Asset Allocation

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.


A developed financial plan is shared with the client for approval. Post approval we onboard the client with V-Financial Services.

Periodic Reports and Review

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.

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