Wealth n Value Investment Adviser is formed with a vision of “financial freedom to everyone” that will be gained by investment in the different financial securities & product, whether growth based or income based after proper analysis and scrutiny of information publically available about the securities, investment product ,bonds etc. We have variety of services for Traders & Investor that are detailed in Service section. There are a wide variety of clients that employ the services of investment advisers. Clients fall into two broad categories: individuals and institutions. The first category includes: individuals, trusts, families, and groups of families. Wealth n value Investment adviser focus on Individual client based on age and financial status, as the financial goals and risk profiling is highly influenced by these factors.
Research Department : Objective of this department is the analysis of current securities market, securities, and different securities products(mutual funds, bonds, etc) available in market. Generate regular good risk reward recommendation for our services.
Business development Department: This is concerned with marketing strategy to acquire new clients through cold calling, In person meeting,etc and helping client to get up to the procedural requirements.
Client Relationship & retention Department: will be responsible for addressing the queries of client, complains and feedbacks on the services provided.
Vision of Wealth n Value Investment Advisor can be précised in the quote given by Steve jobs “Be a yardstick of quality. Some people aren't used to an environment where excellence is expected”. To build hive of happy clients.
To earn label of best in class Investment advisory firm. Growing our client base by delivering efficient & effective recommendation.
Building financial plans for our client so that they can achieve their financial goals. Increasing client satisfaction through Feedbacks, Customer Care cell, holding client meeting. Thorough and deep analysis of Securities and Financial Product for recommending the same to our clients.
Proper Risk profiling of clients to identify thier risk tolerance. To develop a sustainable financial management firm that generates value for their customers.