What Do We Do ?
  • Sound and Research-based Advice
  • Unbiased, Independent and Need-based Advice
  • Prompt and Courteous Service
  • Honest and Ethical Dealings
  • Accessibility

Content on this page requires a newer version of Adobe Flash Player.

Get Adobe Flash player


Wealth management is an integrated process for helping clients manage their wealth. It involves huge a wide range of solutions which includes investment management, financial planning, retirement, Estate planning, tax planning, debt management and cash flow.

About VJB Financial Wealth Management Services

It is a specialized profession where our experts combine their efforts to meet the wealth planning, investment, and financial management needs of individuals, families, family offices, or corporates.

Wealth Management : It is more than just Financial Services

VJB FINANCIALS Wealth Management takes one step closer to you, by providing an "all-in-one approach”.

Customized Financial Solution

Advice on asset allocation and thereby creating customized financial solutions for Individuals, HNWIs, NRIs, Trusts and Corporates

VJB FINANCIALS Wealth Management :A One-Stop Solution

We offer advisory services on Structured Products, Portfolio Management, Mutual Funds, Insurance, Derivative Strategies, Direct Equity, IPOs, Real Estate Funds, Real Estate and Art Funds.

A Dedicated & Prudent Wealth Manager working for You

 

Our Approach to Wealth Management

The Diagnosis - Risk Profiling

We assess your investment goals and future requirements and also determine your propensity for risk. Thus providing you with options that are best suited for you.

The Prescription - Asset Allocation Keeping your risk profile in mind, we draw up a personalized, practical financial plan. Thereby, allocating products based on your needs and expectations.

The Assessment - Investment Monitoring With regular and timely updates, we keep you informed of the developments in your portfolio. This regular 'Wealth Check-Up' helps you to assess portfolio performance on an ongoing basis.

The Follow-ups - Portfolio Rebalancing Keeping track of the latest market trends and information, our experts help you rebalance your portfolio. Ensuring that you maximize returns while minimizing potential risks.

Click here if you need Wealth Management