As a comprehensive financial services provider, we partner with leading mutual fund companies in India that pool resources from multiple investors to create diversified portfolios across asset classes like equities, bonds, and other securities. In addition to mutual funds, we offer a broad range of services including fixed deposits (FD), insurance solutions, portfolio management services (PMS), and estate planning. Our goal is to provide our clients with a complete suite of financial products that help them achieve their investment and wealth management objectives. All our offerings, including mutual funds, are backed by companies regulated by the Securities and Exchange Board of India (SEBI), ensuring strict adherence to transparency and investor protection norms. This allows us to deliver solutions that align with our clients' financial goals while maintaining compliance with industry standards.
For 18 years, we have been a trusted partner in helping clients achieve their financial goals. Our expertise lies in mutual fund distribution, offering a broad range of investment options tailored to your needs. We also provide Portfolio Management Services (PMS), insurance, fixed deposits, goal-based investing, portfolio management, and estate planning. Whether you’re looking to grow wealth, secure retirement, or save for a specific goal, our client-centric approach ensures your investments are aligned with your objectives. Built on trust and transparency, we are committed to delivering personalized solutions that drive meaningful results.
We offer expert mutual fund distribution with access to over 30 empanelled AMCs. With a focus on customized support and transparency, We provide tailored investment options to help you achieve long-term financial success.
We specialize in fixed deposit services, offering secure investment solutions with assured returns. Our focus is on helping you select the best fixed deposit options to meet your financial goals and ensure a stable future.
We specialize in life and general insurance, offering tailored coverage solutions to safeguard what matters most. Whether for financial security or peace of mind, We provide personalized options to meet your unique needs.
Our team of NISM-enrolled PMS distributors offers specialized expertise in Portfolio Management Services. We provide tailored investment strategies to help you achieve your financial goals with confidence and precision.
Our team of financial and legal professionals excels in estate planning, offering expert support to effectively structure and transfer your assets. We ensure your estate is managed according to your wishes with precision and care.
The goal of tax planning is to use legal strategies and tactics to reduce the amount of taxes owed while remaining compliant with tax laws and regulations.
Financial goals are the priorities and targets you set for how you want to spend and save your money. They aren't one size fits all, because everyone has different priorities. However, if you don't set your financial goals, you'll probably be left wondering where all your money went. Importance of Setting Goals.
We've been helping businesses to do their best since 2003. If you need any solution we are available for you. Feel free to connect with us any time.
"VDK Finserve is helping in identifying financial goals and preparing investment plans according to them. Their personalized advice and always ready-to-help approach is very helpful for me to intake financial decisions."
"This Company is helping in identifying financial goals and preparing investment plans according to them. Their personalized advice and always ready-to-help approach is very helpful for me to intake financial decisions."
For 18 years, we have been a trusted partner in helping clients achieve their financial goals. Our expertise lies in mutual fund distribution, offering a broad range of investment options tailored to your needs.
706, 7th Floor, Gala Altezza, Flank Road,
Near Shanmukhananda Hall, Sion East,
Mumbai, Maharashtra, 400022, India
