V M WEALTH MANAGEMENT - Tax Consultancy Advisor in Parvati, Pune

V M WEALTH MANAGEMENT - Tax Consultancy Distributors

Member since Dec 3, 2017

8411957000

info@vmwealthmanagement.in

Save Details

1781 Viewed my profile

0 Peoples Favourite

0 Reviews

About Me

In Nov-2016 we started V M Wealth Management and are proud to say that in a short span of 1 Year, we have already crossed our first milestone of 25 crore of Asset Under Advisory. We were able to achieve this with the help of following benefits which we offer to our clients: • Free of cost customer friendly & easy to operate Online Platform (NJ E-wealth account & ICICI Direct Account) to execute all types of transactions & generate all type of reports which you want to see • Zero transaction fee on Mutual Funds so your 100% amount would be invested • Free support on Tax planning & Tax filing executed through professional Chartered Accountant • Completely Unbiased Advisory to help you in value investing and avoid unnecessary churning • 360 degree tailor made detailed financial planning • Vast range in terms of products (Direct equity, Mutual Funds, PMS, Private Equity, Fixed Deposits, Bonds, Structured Products, Insurance, Real Estate & Legacy Planning) to fulfill all your investment needs • Excellent administrative support comprising of: 1. Preparation Of Personal Financial Statement 2. Cash Flow & Wealth Projection 3. Document & Record Management • Assured periodic review, a monthly market update along with a 24X7 on-the-go support

About Work Experience

Mr. Rahul is an EX ICICI Premier Wealth Management Team Employee with more than 9 years of experience in Wealth Management Industry. He started his career way back in Feb-2009 with Kotak Mahindra Group where he worked till June-2013 and from July-2013 he was with ICICI Securities where he started stint as a Branch Manager and ended as a Wealth Manager with Premier Wealth Team for Pune. In Nov-2016 we started V M Wealth Management and are proud to say that in a short span of 1 Year, we are very close to achieve our first milestone of 25 crore of Asset Under Advisory.

Experience & Qualification

Qualification