Our Story
We as Venkatesh Financial Associates (VFA)incorporated in the year 2003 and at present have around 1048 satisfied clients. We will help clients achieve their Financial goals with effective and smart investment planning. We are certified Wealth Managers, Mutual funds, and Insurance consultants recognized by the NSE National Stock Exchange, AMFI (Association of Mutual Funds of India).
We offer comprehensive financial advisory services, having a highly qualified and experienced team of financial advisors. We use our complete knowledge of insurance, tax laws, and mutual fund investments in order to suggest investment options to the clients, as per their long-term and short-term goals.
Our core purpose is to provide fast track financial solutions & thereby make people enjoy a secured retirement life.
VISION:
The globally respected corporation, creating wealth in the universe.
MISSION:
Reaching people to create wealth
VALUES:
We offer comprehensive financial advisory services, having a highly qualified and experienced team of financial advisors. We use our complete knowledge of insurance, tax laws, and mutual fund investments in order to suggest investment options to the clients, as per their long-term and short-term goals.
Our core purpose is to provide fast track financial solutions & thereby make people enjoy a secured retirement life.
VISION:
The globally respected corporation, creating wealth in the universe.
MISSION:
Reaching people to create wealth
VALUES:
- Where a word is a bond
- Keeping in touch with changing time
- Helping clients create wealth
- Focus of the organization is to create exponential wealth for clients
- Trustworthy organization
- Work like family
- Employees are the partners of the organization
Why Us
Why should we be your financial product distributors? This is a very relevant question to ask us. And given below is our answer...
Client Centric Approach:
All our offerings are designed keeping you in mind. Your long-term interests serve as the 'primary' influencing factor in our recommendations process.
Rich Product Basket:
We offer a single point access to multiple financial products with a holistic need-driven approach & not product centric approach.
Focuss on Customer Satisfaction:
We come equipped with the right attitude, people, processes and technology to ensure higher levels of satisfaction and service quality. In transactions, we work systematically to find & ensure quick resolution of any queries or complaints.
Client Centric Approach:
All our offerings are designed keeping you in mind. Your long-term interests serve as the 'primary' influencing factor in our recommendations process.
Rich Product Basket:
We offer a single point access to multiple financial products with a holistic need-driven approach & not product centric approach.
Focuss on Customer Satisfaction:
We come equipped with the right attitude, people, processes and technology to ensure higher levels of satisfaction and service quality. In transactions, we work systematically to find & ensure quick resolution of any queries or complaints.
Value Added Services:
Our Services ensure comfort, convenience, confidence and control to you in managing your wealth. You would enjoy being always updated of your investments, any time, anywhere.
Right Experience & Skills:
We have over 20+ years of experience in financial products distribution space. Our experience, qualifications & skills enable us to understand you and your needs, and then offer you the right strategies & solutions to achieve your goals.
Driven by Passion:
Serving clients is our passion and the reason why we are in the business. Nothing excites us more then helping our clients achieve their financial goals and dreams in life with our support.
Our Services ensure comfort, convenience, confidence and control to you in managing your wealth. You would enjoy being always updated of your investments, any time, anywhere.
Right Experience & Skills:
We have over 20+ years of experience in financial products distribution space. Our experience, qualifications & skills enable us to understand you and your needs, and then offer you the right strategies & solutions to achieve your goals.
Driven by Passion:
Serving clients is our passion and the reason why we are in the business. Nothing excites us more then helping our clients achieve their financial goals and dreams in life with our support.
Skill Strength
0
Satisfied Clients
0
Lacs AUM
0
Years of Experience
0
Awards
Why Us
Our Vision is to provide you with the most ideal solutions in wealth management for your overall financial well-being. It is our mission to reach a maximum number of clients and make a positive, worthwhile impact in their lives and help them achieve their responsibilities and financial goals in life.
Our Mission is to provide our clients with the best solutions in wealth building and wealth distribution. We are driven to provide clients with simple, unbiased and uncluttered professiaonal advice that adds value to their quality of life and results in actionable solutions.
Our core purpose is to provide fast-track financial solutions & thereby make people enjoy secured retirement life.
Client Centric Approach
Rich Product Basket
Value Added Services
Right People To Partner
Team Member
Mr. Manoj ManjrekarFounder
Mrs. Ashwini Manjrekar Co-Founder
Mrs. Reshma GavasMutual Funds - Service Executive
Mrs. Nachiyar KonarMutual Funds - Service Executive
Mr. Rajesh YashwanteDirect Equity -Service Executive
Mr. Amit NaikDirect Equity -Service Executive
Miss. Rupali KhaleInsurance (Life & General) - Service Executive
Mr. Pritesh HateOperation Team - Administrative Assistant
Mr. Ganesh BurudOperation Team - Administrative Assistant
Nidhi PhadkeOperation Team - Administrative Assistant
