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.
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‘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.
I have worked with Vandana since past 10 years now and have full confidence that my hard earned earnings are in safe hands. Over the years, her gamut of knowledge, long term planning and decisions have proven to be extremely fruitful and I couldn’t thank her enough not only for the returns she has generated but for the sense of security she has created for me, keeping my future in mind. Above everything, she is the most approachable and empathetic consultant who will cater to your needs and will find the best solutions, irrespective of the ever changing market conditions. For me, trust and reliability matters the most and I am glad to have Vandana as my financial consultant as she has abundance of both these traits. Kudos to her!
I am very proud and honoured to say that I have been dealing with V-Financial Services since the last more than 15 years. Vandana Upadhyay is the principal owner and the fulcrum of the company and it’s always been a pleasure dealing with her. She is very erudite and knowledgeable and importantly does not force investment ideas to me just to get a benefit or fulfil her targets.
A very patient listener who tries to understand the risk appetite of the investor and comes up with viable solutions to meet their needs. Am really glad the V-Financial has won the coveted MSME award in 2021 and wish them all success.
On the verge of my retirement I take this opportunity to express my appreciation for all the guidance you provided and the joint decisions taken about investments over the past few years. Your ability to understand client requirements and present multiple options with all details make investing quite easy.
Wishing you all the best in the future too.
“Vandana and her super team meticulously helping me building my family’s portfolio. The best part is unbiased approach she takes suitable as per our risk appetite. Keep up the good work”
For services they have always gone extra mile
I have been associated with V-financial for close to 6 years now.
I would like to appreciate the great commitment and customer centric approach demonstrated by whole V-financial team led by Vandana herself. Their business model of providing customized investment solution according to individual needs really differentiates V-financial from other PMS providers.”
We would like to express our thanks to the team V-Financial Services for their overall services in various segments of Wealth management, risk management and Financial planning.
VFS professional approach, dedication, integrity and domain knowledge and unbiased advise sets them apart from the rest.
V financial services has made our financial lives better organised and easier to comprehend. Vandana and her team’s integrity and accessibility gives us the assurance and confidence we need in dealing with our financial portfolio.
I’m client at V-Financial Services since 2014. Vandana did not push for her ideas until I was convinced and slowly build my confidence in venturing into different instruments following right asset allocation for my goals.
Vandana and her team at V-financial is good to work with and easy to approach. They have kept pace with technology in their work processes. A few pages financial statement on paper at the time of review in 2014-15 is now available at a click of your mobile. I have always find her thinking about improvement in order to provide the best value to clients.
I wish her and team a great success.
I feel immensely privileged to recommend the services of V-Financial Services with whom I have been dealing for 10 years in various short and long term Mutual Funds.
I am thankful to V-Financial Services for giving valuable and timely advice on Mutual Fund performance. The annual statement that I receive is highly informative with graphical representation, this helps me in evaluating my future goals.
Me and my family highly appreciate V-Finance Family (Vandana and her staff) for their friendly and professional services to manage our financial portfolio from last more than 5 years. It is not just limited to me or my wife; but also well started with my 16 Y daughter!
It is very well managed handling various core areas with smoothly and efficient system. Thanks to Vandana for your leadership and dedication combined with your staff’s teamwork and energy. You and your employees should take great pride in this accomplishment.
V-Finance is practically preferred consultant blindly!
V-Financial has effectively handled my investment portfolio over last 5 years customizing all along based on my investment capabilities and long term goals. Good accountability, honest feedbacks and cooperative staff
All dreams but few manages into reality– You make it happen naturally”
Nothing to be amazed…Yes you guessed it right Vandana…. I am talking about Financial Freedom.
Vandana I still remember when we met 11 years ago and we together started a dream journey towards achieving of financial freedom at 45. The vision has turned into a reality now…All Kudos, Thanks and heartfelt appreciation. You have truly steered and managed my small amount of money and converted into what we all say WEALTH.
My family is secured, I have no worries about my children education & marriage and lastly my future retired life as well. and you have made it possible in just 11 years. Incredible planning and timely executed strategies for achieving the defined growth trajectory of funds is your core strength and thus your commitment towards your work is unparalleled. The Trust has grown over the years and is unprecedented and unchallenged. In today’s world one who is associated with you must thank his stars for reaching at the right doors of his financial guidance, wealth management, planning etc. Vandana you are a Quintessential financial wizard and wealth management is at your core.
Just keep it up…You Rock!!!…Keep Growing
I have the proud privilege to be a member of ever growing family of V-Financials clients. From day one, they have ensured all my financial needs are taken care of in the most professional manner while I spend sometimes having a cup of Coffee chatting about everything under the sun. Investments are well taken care of by the most Professional Team and all request for information is duly honoured in time bound manner.
They often travel the extra mile for their clients going beyond call of duty which makes them trustworthy and dependable even beyond financial needs.
All through the Pandemic and Lockdowns they have kept their Services going which speaks volumes about their excellent commitment to Customer care and efficiency reminding me that with all that they do for their customers; often beyond call of duty, they also take care of investments needs.
I have no hesitation in recommending them to anyone who is looking for One Stop Solution for all their investment needs including Pension Planning, an area where they really excel.
I have dealt with V Financial Services’s Vandana Upadhyay for over a decade now and am absolutely delighted with her service.
It is really refreshing to work with a financial adviser who is truly interested in their client’s needs, circumstances and preferences. What really impressed me was the way Vandana took the time to get a feeling for where I was at and not rush me, the depth of her knowledge, lateral thinking, analytical ability and common sense approach, underpinned by the intelligent use of technology for enabling customer service.
Her professional, ethical and caring demeanour elicits my trust and respect and I gladly recommend her services whenever possible.”