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.
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:
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
Skill Strength
0
Satisfied Clients
0
Lacs AUM
0
Years of Experience
0
Awards
Why Us
Our Vision is to provide the most ideal solutions in wealth building for our clients’ 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 fulfil their responsibilities and financial needs in life.
Our Mission is to provide our clients with the best guidance in wealth building. We are driven to provide clients with simple, unbiased, and uncluttered guidance that adds value to their quality of life and results in actionable solutions.
Our core purpose is to provide financial guidance & thereby help people enjoy a secure retirement life.
Client Centric Approach
Nothing influences and concerns us more than your long-term interests. Hence, we have designed everything possible to match your needs and ensure that you benefit first and the most.
Rich Product Basket
Value Addition
Experience
Team Member
Mr. Manoj ManjrekarFounder
Mr. Rajesh Yashwante
Direct Equity -Service Executive
Mr. Ganesh Burud
Operation Team - Administrative Assistant
Mrs. Ashwini ManjrekarCo-Founder
Mr. Amit NaikDirect Equity -Service Executive
Nidhi Phadke
Operation Team - Administrative Assistant
Mrs. Reshma GavasMutual Funds - Service Executive
Miss. Rupali Khale
Insurance (Life & General) - Service Executive
Mrs. Nachiyar KonarMutual Funds - Service Executive
Mr. Pritesh Hate
Operation Team - Administrative Assistant
