360° Consultation |Risk advisory | Long Term Investment Goals
At VBS Investments, we advocate “For a solution to be perfect, the question also has to be perfect”.
That is why we aim at getting a thorough understanding of your business by asking the right questions. We believe in having an intimate discussion with you on your needs, goals and priorities first and after listening to you is when we offer a customized solution.
That’s when we evaluate things from the financial planning aspect. We choose the categories and asset type to invest in, propose the duration and assess the risk involvement. Post this, we decide the best investment options and then secure your long term investment goals.
Broadly, we provide a complete 360-degree investment advisory solution for your wealth. We define investment advisory in three steps
Perfect solution to any problem, we need to have a precise and perfect question.
First step is to gather client data related to their financial and risk profiles. We discuss and understand their requirements and goals, in order to better define and determine their financial requirements.
This is a very critical part on both, our end and the client’s end as we believe that to find the perfect solution to any problem, we need to have a precise and perfect question.
Every plan needs to have a clear, defined and adaptive approach to reap success.
The next step is to create a planned path to achieve one’s financial needs that have been determined. The plans would be personalized not only for the client but also for every goal.
Like any travel in one’s life we believe that every plan needs to have a clear, defined and adaptive approach to reap success.
Best results are achieved not just by doing the right thing but doing the right thing at the right time and in the right way.
This service involves creating a list of recommendations to implement the plans created during the financial planning process of clients. It includes constant monitoring the progress of client’s financial plan.
We believe that the best results are achieved not just by doing the right thing but doing the right thing at the right time and in the right way.
Registered Investment Advisor with SEBI INA200012683