Wealth Management



Our Wealth Advisory journey begins with understanding the needs of our clients, which forms the basis of our advisory solutions. During differing life cycles of individuals, there are changing priorities, goals and aspirations. A portfolio must fulfil these different needs in different life phases. We deliver solutions which are aligned to our client’s goals, priorities, aspirations and risk tolerance. We follow the maxim – ‘What is right for the client is right for us’ while delivering the Financial Plan.

We understand that individuals seek growth in their investments, preservation of capital and income generation. A product portfolio which meets these requirements, in varying stages of an individual’s life cycle is essential while balancing and maintaining risk tolerance and risk appetite of an individual. -True financial planning is a comprehensive ongoing approach that starts with helping you define your dreams, developing a plan to help you get there, then tracking your progress along the way, recommending changes where needed. We make retirement planning more manageable by breaking it down into doable steps. Our exclusive approach helps you cover essential expenses and ensure you have planned for your lifestyle so you’ll be able to do the things you’ve dreamed about in retirement. Our advisers help you prepare for the unexpected and encourage you to think about your legacy.

Insurance & Annuities:

Life can surprise you. So help protect your family and your assets and meet your retirement needs with your choice of products: life insurance, disability income, auto and home and long- term care, as well as annuities for retirement income.

Reaching your financial goals involves protecting your assets as well as managing them. At ValuationIndia, we recommend a balanced and customized approach to asset and risk management. ValuationIndia offers a full range of high-quality insurance and annuity products through third-party insurance carriers and our affiliates.


Client Centric Approach

Our approach to Wealth Management is to provide advice and solutions which are aligned to the goals, aspirations and needs of our clients. We do this by assisting our clients through a structured process of wealth planning to create a unique “Financial Plan” per client. This financial plan guides us in recommending the best suited wealth management solutions with a combination of advice and third party solutions. Our motto to wealth management is “What is right for the client, is right for us!”


We partner with our clients to provide solutions that are optimum for them in our opinion and hence garner long term and long lasting relationships with them. Our clients are at the centre of everything that we do.

Unbiased Advice

Advice, in order to be genuine, needs to be unbiased and in the interest of the client. In providing our wealth advisory solutions, we do not focus on a specific set of securities or specific set of funds. We aspire to present independent, fund or security agnostic and unbiased solutions to our clients.

Solutions with a Difference

Over the years, in our financial services business, we have presented solutions to our clients which are often out of the ordinary and bold but always effective. In our wealth advisory solutions as well we aim to provide solutions with a difference, be it in our advice or recommendations, interactions with clients and reporting mechanisms.

Well Defined Systems, Policies and Procedures

Our internal approach is systematic. We believe that well established policies and procedures act as a guide to our team while approaching clients, interacting on their goals and aspirations and assisting and executing their Financial Plan. Our policies and procedures also ensure that we maintain the utmost confidentiality of all our clients and safeguard their interests at all times.

We follow a modern approach to financial planning and wealth management by adopting systems and specialised software suited to financial planning and wealth management.


Clarity of thought and action governs our practice. Our clients are sensitized about their proposed investments and certain disclosures such as inherent risks in investments, minimum duration of investments, past trends of returns, anticipated returns as well as applicable fees, if any. We believe that our clients are super achievers, experts in their field and must also understand the approach we have taken to recommend their investments.

At ValuationIndia we look at each client’s financial situation separately and recommend wealth

management solutions suited to their requirements, current stage in life, saving aspirations and need based financial commitments. Our structured approach enables our clients to identify potential obstacles that could otherwise hinder their financial goals and aspirations from being achieved. Our aim is to bring your vision to reality.


We begin with an in-depth understanding of your individual or business financial circumstances. We consider your family situation, medium and long term objectives and how to balance these with your risk tolerance.


Once we understand your needs and goals, we can then design your customized and detailed Financial Plan following which we have a discussion with you to structure the Financial Plan as per your risks, goals and aspirations.


This is the process in which we bring your plan to life by effecting appropriate solutions and recommending suitable investment avenues.

Review and Management

Your Financial Plan is only the first step. Your financial needs, circumstances and indeed objectives will change and grow over time. We know this and therefore the plan that we create for you today will need to be reviewed and realigned to suit the varying phases of your life cycle.

We will support you through the financial changes of your life and with regular reviews (by agreement);

We will then suggest and implement any necessary, agreed revisions.

Corporates are faced by a more rigorous demand for management of funds and finances. Several micro and macro-economic factors affect the cash cycle of corporates. At ValuationIndia we offer corporates Treasury Management solutions through which we assist in planning and making investments in a variety of financial instruments such as fixed income funds, equity funds, commodity funds etc.