ABOUTUS
At Value Wealth we treat each client seperately as we strongly believe that no two clients can be same. We each are unique, so is our finance. The relationship and bonding is for long term. The idea is to make use of our expertise, add value to our services and finally create wealth for long term. At Value Wealth we make maximum use of technology as that is the greatest enabler in today's time. We empower our clients, make them learn new technology and then put that into use so that they get benefitted.
Mission: We follow our philosophy of keeping client's interest first. The process outline is as follows:
(1) Collection of data and understanding goals and concerns;
(2) Preparing right strategy or portfolio to act on;
(3) Recommending products and complete the buying process;
(4) Regular portfolio reviews at scheduled intervals.
(5) Incorporating changes as and when required.
Vision: We aim to touch-base maximum number of clients across geography. A happy client is having a happy family. We want to spread this happiness and sense of security among all our clients while keeping our principles intact.
(Founder & Partner Value Wealth)
15+ years Industry Experience
in Financial Services
9004986075
valuewealthindia@gmail.com ,
nitin@valuewealth.co.in
Education :
Nitin is a Management Graduate from Institute of Business Management Studies (I.B.M.S), Mumbai .
Industry Experience :
A veteran in Financial Services industry. In his 15+ years rich experience, Nitin has worked with leading banks and NBFCs like Anand Rathi, Tata Capital, Axis Bank, ING Vysya and Kotak Mahindra Bank.
Worked across multiple roles and responsibilities from Relationship Manager to Branch Head and managed assets worth more than Rs. 100 crores. Nitin has been quite instrumental in helping diverse clientele from retail (salaried) individuals, professionals, self-employed, HNls, NRls to Corporates for their Loan/Funding/Working capital needs as well as managing and growing their wealth.
About Value Wealth :
- Value Wealth is a Solution oriented organization.
- At Valu e Wealth, we encourage open discussion with individuals to understand their overall financial health, risk appetite, financial aspirations & recommend appropriate suitable product/ solution accordingly.
- The Investment Recommendation Process at Value Wealth:
- Investor Meeting
- Detailed discussion to understand overall financial health of the investor
- Identifying risk appetite and financial aspirations of the investor using Investment Suitability Profiler
- Incidental Goal Planning for the Investment
- Open discussion/debate with investor and his/her family about the recommendations
- Investment decision finalization and hassle-free transaction execution
- Periodic review and service support.
(Founder Partner - Value Wealth)
15+ years Industry Experience in
Financial Services
9594038903
valuewealthindia@gmail.com,
rajesh@valuewealth.co.in
Education :
Rajesh is alumnus from I.C.F.A.I Business School, Ahmedabad.
Industry Experience :
Rajesh comes with 15+ years’ experience in Financial Services field. He was instrumental in managing sales and distribution function for reputed fund houses like ICICI Prudential Mutual Fund and Aditya Birla Group.
During his stint, he was closely associated with multiple channel partners like Independent Financial Advisors, Private & PSU Banks, Regional & National Distributors ensuring adequate training, support and knowledge to the channel partners in order to create long term and sustainable wealth lor their investors.
About Value Wealth :
- Value Wealth is a solution-oriented organization.
- At ValueWealth, we encourage open discussion with individuals to understand their overall financial health, risk appetite, financial aspirations and recommend appropriate suitable product / solution accordingly.
- The investment recommendation process at ValueWealth:
- Investor Meeting
- Detailed discussion to understand overall Financial health of the Investor
- Identifying risk appetite and financial aspirations of the investor using Investment Suitability Profiler
- Incidental Goal Planning for the Investment
- Open discussion/debate with investor and his/her family about the recommendations
- Investment decision finalization and hassle-free transaction execution
- Periodic review and service support.
Amit Surve (Partner - Value Wealth)
15+ years Industry Experience in
Financial Services
9819715842
valuewealthindia@gmail.com,
Amit@valuewealth.co.in
Education :
Amit is an alumnus from Jamnalal Bajaj Institute of Management Studies.
Industry Experience :
Amit comes with a rich experience of more than 15 years with leading banks like HDFC Bank, ABN Amro Bank, Royal Bank of Scotland, Yes Bank, ICICI Bank & Induslnd Bank.
Worked across multiple roles and responsibilities in Banking Operations, Service and Sales. Amit has been quite instrumental in helping diverse clientele from Retail, Professionals, Self-Employed, HNls, NRls & corporates for their Investments and Finance requirements.