AMFI Registered Mutual Fund Distributor
Welcome to ValueAdd Finserv
We offer innovative solutions to our clients' financial needs. Mutual funds, insurance, fixed income and goal based planning, with technology driven tools that let you track your investments with ease.
- Unbiased product recommendations tailored to your goals
- Track your investments online with comprehensive reports
- Vile Parle West, Mumbai
15+
Years of experience
15+
Years of Experience
About Us
A trusted guide for your financial future.
In an ever-changing and volatile financial landscape, investors need a skilled, well-trained, and unbiased professional to help them navigate and achieve their short-term and long-term financial objectives.
With over 15 years of experience in managing financial products, we offer technology-driven solutions that enable our clients to effectively track their investments and work towards making their dreams a reality. Our commitment is to be the most reliable, prompt, and efficient provider of financial and insurance services.
Our Ethos
- 1
Gain the trust and respect of our clients by offering unbiased product recommendations tailored to their financial goals, risk tolerance, return expectations, and liquidity needs.
- 2
Provide exceptional professional services by showcasing strong commercial expertise, technical proficiency, industry knowledge, and market insight, all aimed at surpassing our clients' expectations.
If you don't find a way to make money while you sleep, you will have to work until you die. Make investments to create a passive source of income.
Why Choose Us
Our services revolve around our clients.
At ValueAdd Finserv, we specialize in helping individuals take control of their financial future and turn their goals into reality. We simplify the complexities of personal finance and provide you with a clear, actionable roadmap to achieve your financial aspirations.
Our core philosophy
“Striving to fulfill the highest professional and ethical standard by consistently acting in the client's best interest.”
Client-Centered Approach
Our services revolve around our clients. We always put interest of clients at the first place. We believe that our growth lies in the client's growth and prosperity.
Experience and Ethics
Our strength lies in strong knowledge, vast experience and ethics which ensure best services for our clients.
Goal-Oriented Investing
We offer a wide range of financial products tailored to meet your unique needs, whether it's wealth building, retirement planning, or financial protection.
Digital Tools
Leveraging advanced digital tools, we enable clients to track their investments with ease, ensuring transparency and long-term success.
What We Do
Products for every stage of your financial life.
From your first SIP to sophisticated strategies for experienced investors, we help you choose the right product for the goal in front of you.
Mutual Funds
Realize your dreams with Mutual Fund
A mutual fund is a financial vehicle that allows multiple investors to pool their money together, all with a shared investment objective. A professional fund manager oversees the pooled assets, making decisions on which securities, typically stocks or bonds, to invest in.
Life Insurance
Insure yourself and live a stress free life
A life insurance policy provides financial protection, ensuring that your loved ones are supported in your absence. Depending on the policy type, life insurance can also offer savings or investment benefits.
Health Insurance
Align with the rising cost of Medicare
Health insurance plans typically cover hospitalization expenses, including doctor's fees, surgery, nursing care, medications, and room rent. They also cover pre-hospitalization expenses such as diagnostics, as well as post-hospitalization recovery costs.
Fixed Deposit
One of the old methods of investing
Fixed Deposits are one of the oldest and most widely used investment options, offering guaranteed returns with minimal risk. Company Fixed Deposits, in particular, are offered by companies and provide a fixed rate of return over a predetermined period.
Bonds
For safe and decent fixed returns
Bonds are debt instruments where the lender provides funds to an issuer, a company, bank, or government, in exchange for regular interest payments and the return of the principal at maturity. Bonds are considered safer than stocks and other securities.
Private Equity
Invest in unlisted companies
Private Equity refers to investments made in privately owned companies that are not traded on stock exchanges. PE investments are typically long-term and have the potential for high returns, often surpassing the performance of traditional asset classes.
SIF
Specialized Investment Fund
A Specialized Investment Fund is a newly introduced investment category by SEBI, designed for sophisticated investors looking for advanced strategies beyond traditional mutual funds. Minimum investment of Rs 10 lakh.
Tax Saving
Pay the right amount of tax
Tax saving is not restricted only to tax savings investments under Section 80C. There are several other components, for example HRA, Home Loans, LTA, Section 80D and reimbursements, to reduce the taxable income.
Advantages of Mutual Fund
Why so many investors start with a mutual fund.
Mutual funds are regarded as one of the most favourable investment options because they are cost-effective, easy to invest in, and eliminate the need for investors to choose individual stocks or bonds themselves.
Professional Management
A mutual fund is a relatively inexpensive way for a small investor to get a full-time manager to make and monitor the investments.
Diversification
By owning units in a mutual fund instead of individual stocks or bonds, your risk is spread out. A loss in any particular investment is minimized by gains in others.
Simplicity
Buying a mutual fund is easy. The minimum investment is also very small. As little as Rs 500 can be invested on a monthly basis.
Economies of Scale
Because a mutual fund buys and sells large amounts of securities at a time, its transaction costs are lower than you as an individual would pay.
Liquidity
Just like an individual stock, a mutual fund allows you to sell the units at any time.
Just contact us to know more.
Services
Plan for the goals that matter.
Goal-oriented investing, in three plans we build with you: saving tax, funding your child's education and retiring on your own terms.
Tax Saving
There is more to tax saving than the exemptions available on investment made by you. With right investments, you will pay the right amount of tax and know how to tax proof your income and gains.
Keynotes
- 1By careful understanding, one can reduce tax liability substantially.
- 2Do not wait for last minute. Start in April and use monthly investments to reduce risk.
- 3Use tax efficient investment avenues. You should not be paying too much tax on their returns.
Child Future Saving
All parents desire of fulfilling the dreams of their kids. The earlier we start, the higher it is, for a basic reason: the magic of compounding.
A 7-step guide towards your child's education
- 1Decide your Time Horizon
- 2Estimate the Cost of Education
- 3Assess your existing Assets and Liabilities
- 4Know the quantity to be Saved Now
- 5Plan your Investments Smartly
- 6Get yourself adequately insured
- 7Get started Right Away
Retirement Saving
Retirement saving enables a person to enjoy the desired post retirement lifestyle. When you stop earning, you would certainly want to maintain nearly the same standard of living.
The steps to invest for a comfortable retirement
- 1Identify and set pre-retirement and retirement goals
- 2Estimate the length of your retirement
- 3Estimate retirement income and expenses
- 4Invest for the effects of post-retirement inflation
- 5Evaluate and revise your investment
Contact Us
Schedule a meeting for personalized investment solutions.
Ask a query, book a meeting or start your investment journey. Call, email or message us on WhatsApp and we will get back to you.
Your email opens with the subject pre-filled. Tell us your goal and we will take it from there.
Get In Touch
- Office no 1, Ground FloorUmesh Kiran BuildingBhagat Singh RoadVile Parle WestMumbai 400056
- +91 88283 64502
- info@valueaddfinserv.com