We Plan Your Growth!
Is an Army veteran with over three decades of distinguished service. He possesses nearly four decades of exposure to the financial sector with nearly 10 years as advisor/ consultant in Equity, Derivatives, Mutual Fund, Insurance and Real Estate to select group of HNI investors.
An economics graduate with masters in strategic studies, he penned a treatise on ‘China & the New Economic Order’ during 1993-94. An MPhil (2006) with focus on ‘Demographic & Socio-Economic changes in China’ and MPhil (2011) with detailed analysis of ‘Risk Management of FDI’ besides certificate courses in finance from IIM, Indore and XLRI, Jamshedpur are his other notable academic outings. An NISM certified Investment and Retirement advisor since 2014, Mr Vikas Puri is an active investor and trader. He specializes in Portfolio Management of Equity and Mutual Funds.
Please contact us if you cannot find an answer to your question.
Yes, it provides online platform for all kinds of investments. Mutual Funds, Equity, Derivatives, Insurance, AIFs, and IAPs are some of the popular channels of investment; both for Equity oriented products as well as Debt/ Fixed return investments.
We provide assistance for the following:-
(a) Analyze existing portfolio and suggest changes for optimal returns.
(b) Prepare a portfolio based on your Risk Profile.
(c) Recommend appropriate investment products based on your financial milestones.
(d) Take a holistic view of the family financial status and recommend appropriate
tax treatment for all members based on individual tax liability.
Yes, services and advisory are available through online mode including Zoom, WA video, etc.
Send me a message, and tell me more about your financial goals and needs. I will get back to you soon to schedule a consultation.
Open today | 09:00 am – 05:00 pm |
Monday - Friday: 9am - 5pm IST
Saturday: By appointment only
Sunday: Closed
The information provided on this website is for general and educational purposes only. It is not a substitute for professional financial advice. The contributors/ authors are not liable for any financial loss that may occur as a result of recommendations made by them. You are requested to consult an Independent Financial Advisor (IFA) for all your investment decisions.
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