OVERVIEW
Who We Are
A wealth advisory firm, V-Financial Services, has been rendering innovative and unequalled financial solutions to corporates as well as individuals. As a group of qualified financial professionals with an enriched experience of 20+ years in the BFSI sector, VFS has emerged as a female-led company with cosmopolitan presence.
With an exclusive vision to bridge the gap between investor’s behaviour and investing, we ensure the adoption of an investment process that is robust against behavioural decision-making errors.
Vandana Upadhyay is a highly acclaimed financial services professional with over two decades of experience in the BFSI sector.
- Certified Wealth Manager from American Academy of Financial Management (AAFM)
- Indian Institute of Management Bangalore (IIMB)
- Investment Advisor-From National Institute of Securities Markets (NISM )
- Certified as an Independent Director -From Indian Institute of Corporate Affairs (IICA)
She has worked with leading names in financial spaces, including IDBI
Bank, Sun F&C, SBI Life & HDFC Life.
“The idea behind forming this group was to bridge the gap between client’s wealth planning, its execution, and financial goal achievement,”. Most of the financial intermediaries are mainly converged on pushing particular products to customer and post-product sales, the customer is left on his own to commence the financial journey alone. This is where V-Financial pitches in to make a difference.
With the novice concept to deal in Wealth Advisory by providing appropriate support to the clients, V-Financial Services started its journey to emphasize consolidating and reviewing all investment in a single-window Platform. Keeping it as the primary focus, the company has designed an investment plan that could meet the client’s requirements effortlessly. Team V-Financial Services is always dedicated to ensuring the trust of the customers in their services. Their offered solutions are not just limited to provide a solution to the client but also, to guide their path to any issue related to financials aspects.
Additonal Benefits
Our Philosophy
Every investment management firm has its core values which help it achieve its mission. Though we have to stress that most of our philosophies can’t be put up on a website, but rather have to be experienced. Some of them are:
- Always place the best interest of our clients first in all investment recommendations.
- Demonstrate absolute transparency and integrity at all times.
- Strive for excellence in every facet of our practice, delivering real value to those we serve.
- Continually assess our ability to appropriately and effectively address the changing needs of our clients.
- Treat clients with fairness, dignity and respect.
- Foster strong sense of belonging for all stakeholders
- Have fair dealing as the basis of our business to safeguard customer interest
Customized and Tailored Approach
Experienced Professionals With 20+ Years In BFSI Sector
Result Driven approach
Mission & Vision
Our Mission is to make our clients pursue & achieve all their distinct financial aspirations, and to help them make the right investment choices to achieve those goals. We will also work to optimize & balance the Return and Risk involved in taking those decisions. It is our mission to walk the financial journey along with the different stages of client’s life, and thus, retain their trust and relationship in perpetuity.
To build lasting relationships with our individual and corporate clients by providing them with customised risk and wealth management solutions that suit their changing needs.
Our Vision is to provide professional & personalized Planning & Investment solutions to grow, protect & maximize our clients’ wealth, while setting higher industry benchmarks in Integrity, Intelligence and Innovation.
To be the premier financial advisory firm, meeting the financial goals of our customers through quality risk and wealth management solutions, delivered by our trusted and professional financial consultants.
Innovative Solutions
Customized Strategies
To Solve Your Problems
What We Do
- ‘V’ provide right advice, thrive on Trust & Relationship, robust service support and consolidate all your investments into one platform.
- We ensure adequate advisory to achieve your financial goals and provide exhaustive, personalized, qualitative, periodic, analytics/reports.
- Review of your existing investment portfolio and gap analysis.
- We also provide services to our NRI customers in India within the regulatory framework.
- Online access to review real time valuation & periodic rebalancing of the portfolio.
