Services
Wealth Planning
We take time to understand you & what matters to you the most. Our aim is to help you discover your objectives in the areas most important to your financial wellbeing, such as your family, career or business, lifestyle and property. We work with you to build a tailored wealth structure to help ensure the decisions made to meet your needs today won’t compromise your goals for tomorrow.
Whether you’re still growing your wealth, planning for your retirement or looking to pass on your wealth to the next generation, a conversation with us is the first step in building your personalized wealth plan.
Investment Planning
The ideal investment portfolio reflects your risk tolerance, time horizon, asset class preferences and plans for you, your family and your career or business. At V-Financial Wealth we help you develop your investment strategy while providing expertise and advice, encompassing portfolio construction, asset allocation and re-investment suggestions.
Insurance Advisory
Navigating through the complex world of insurance can be challenging. At V-Financial Wealth, we provide curated insurance solutions to clients based on their risk profile & ensure they have the right protection shield for their own self & family. We deal with various types of insurance ranging from life, motor, health , group term insurance, group health insurance , employer employee & Keyman insurance etc.
Estate Planning
Estate planning goes beyond simply creating a Will as it encompasses various legal and financial strategies to protect and transfer wealth according to the individual’s wishes. At V-Financial Wealth we ensure that your accumulated wealth is transferred to the next generation by optimising tax benefit and ensuring smooth transfers.
