"With a good perspective on history, we can have a better understanding of the past and present, and thus a clear vision of the future."
We are experts in this industry with over 15 years of experience. What that means is you are going to get right solution, experts also recommand us.
We Use Latest Technological Business Tools & Serving Clients with High Moral Ethics & Good Code Of Conducts
We Customise Financial Portfolio Planning as per Individual Needs & We Are Transpernt in Customer Relationships.
We provide a wide range of stock broking services, research on stocks, and advices. Additional services can include Demat Account opening, portfolio analysis and construction, access to IPO shares, etc.
We deal with Equity or growth schemes, balanced funds, Money market funds or liquid funds, fixed income or debt mutual funds and Systematic Investment Plans (SIP).
We manage all your insurance plans like Term Insurance Plan, Term Insurance with Return of Premium, Endowment Policy, Money back Policy, Whole Life Insurance etc.
We help you to get the best health insurance plan that covers most of your medical expenses that arise due to an illness. These expenses could be related to hospitalisation costs, cost of medicines.
The different forms of general insurance are fire, marine, motor, accident and other miscellaneous non-life insurance we provide in wide range with India’s top most general insurance companies.
It Means Fixed Return & Low Risk. These fixed income instruments may produce lesser return than stocks but will give a touch of stability to your portfolio.
Vinayak Investment is born out of a desire to offer well researched solutions that can help you take the right decisions in your life, centered around wealth creation, preservation and sharing it with your next generation. This requires understanding your stated and unstated goals, visualising multiple challenges, showcasing various alternatives and identifying the solutions that best suit you. Our team’s rich experience spanning over two decades and across several market cycles can be of great help to you in distinguishing what works and what may not. All this to ensure that your wealth creation goals are reached in the fastest and smoothest manner possible.
The process of investing and investments requires a lot of homework and a passion for finding what really works. It requires dedication of time and resources to analyse all the possible solutions before identifying the simplest solution that works for you. As an advisor, we undertake the deepest research possible on all aspects of investing and share the basis for our ongoing advice in the most transparent manner necessary. We believes it to be the only way to ensure your success and earn your trust.
Vision We pay attention to all the details that you volunteer through a financial planning exercise and help you find out who you are as an investor and who you need to be, to meet your financial goals. We identify ways that could bridge the gap between your resources and aspirations, by recreating several likely life scenarios that await you. And to ensure highest degree of success, we constantly analyse the markets for any risks to your plan and suggest necessary steps at every life stage and phases of the market. With the end objective of your maximum wealth creation and smoother risk management, we shall help you implement the necessary strategies through various financial products like Mutual Funds, Stocks, PMS, Bonds, etc.
