Wealth Management Services provided by VKA – A must in money-centric world

The Indian Stock market though offers high growth prospects but it’s volatile in nature, making it difficult for the retail investor to develop a beneficial investment strategy and this is where the services of VKA become crucial.

Our approach to wealth management includes a personalised service sequenced as follows:

1)Our experienced investment counselor would initially help assess –

• Client’s risk profile and risk appetite
• Existing and proposed asset allocation
• Choice of available investment products

2)Next step would be to propose and guide in evolving an investment strategy appropriate to the client’s needs by :

• Assisting in making investments in a cost-effective manner with reputed sources
• Monitoring client’s investments on ongoing basis and advising on making changes
• Ensuring timely accounting, reporting and statutory compliances

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