Welcome To Venkatesh Financial Associates(VFA)

A reputed name for comprehensive financial guidance and product distribution services

At, Venkatesh Financial Associates (VFA) our mission is to provide our clients with the best services in wealth creation and wealth management. We are driven to provide clients with simple, unbiased and uncluttered professional advice that adds value to their quality of life and results in actionable solutions.

At Venkatesh Financial Associates (VFA) offer our services through personal counsel with each of our clients after understanding their wealth management needs. Our approach is to enable our client's to understand their investments, have knowledge of investment products and that they make proper progress towards achieving their financial goals in life. 

Our Products

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Mutual Fund

A mutual fund is a professionally managed investment vehicle that pools money from investors to invest in different asset classes.
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Equity and ETFs

Equities offer direct company ownership, while ETFs provide diversified exposure through a basket of securities.
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NPS

The NPS is a government-backed retirement scheme offering flexibility, savings, and potential returns for a secure future.
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PMS

PMS offers HNIs customized wealth management solutions, tailored to goals, risk, and investment horizons in India.
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Loan against MF

A loan against mutual funds lets investors borrow using their holdings as collateral, providing liquidity without selling assets.
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Insurance

Protection against financial risks by covering losses of the insured during unforeseen and adverse circumstances.

 

 

 

At, Venkatesh Financial Associates(VFA) our mission is to provide our clients with the best solutions in wealth creation and wealth management. We are driven to provide clients with simple, unbiased, and uncluttered professional advice that adds value to their quality of life and results in actionable solutions.

Get in Touch

Venkatesh Financial Associates

AC-24, Sarvodaya Bhuvan , Gokhale Road North, Next to Dr Kavita Nursing Home, Dadar, Shivaji Park,Mumbai-400028

M022 24316137 / 6147

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