VP Wealth Management

About VPWM

We take this opportunity to introduce you to VP WEALTH MANAGEMENT.

VP Wealth Management is one of the leading financial planning services providers in India with a team of experienced & qualified financial planners who guides you to think ahead and reach ahead in life by offering systematic & ethical financial planning solutions. Currently, we are operating from HO, in Mumbai, managing team of CFPs, franchise & also sub-brokers. Our investor consists of individuals, families, HUF, corporate, trusts, many industrialists & celebrities...

VP Wealth Management provides a spectrum of innovative solutions to privileged individuals like you who need comprehensive and reliable wealth management solutions to manage their hard-earned wealth efficiently.

At VP Wealth Management, we believe that expert wealth management is important to maintain the value of your wealth over a long term and to grow it to fulfill your aspirations and financial goals. We sincerely believe that the advice provided by VP Wealth Management is unique on following counts:

Neutral Advisor – We are not affiliated with any product partner, thus giving you honest and unbiased advice at all times. We distribute the complete basket of wealth management products present in market.

The Power of Knowledge – Backed with the experience and expertise of professionals Handpicked from India’s best financial and educational institutions, we give you the sharpest possible advice on managing your wealth. VP Wealth Management employs a scientific approach to evaluate investment opportunities best suited for you.

Wide array of Products & Services – Offering highly tailor-made wealth solutions for you, Employing different products and services as required

Our Suite of Services includes - • Comprehensive Financial Planning (Platinum) • Goal-driven Financial Planning (Gold) • Wealth Review & Investment Strategy • Risk Management & Insurance Planning • Retirement Planning & Retiree Services • Property Purchase & Financing

Mr. Vishal Pandey - ( Director )

Mr. Vishal Pandey is the Director of VP Wealth Management. Rich experience over 12 years in strategic management. Also Many Degrees in fields of Financial Planning, Investment Banking, Wealth Management & Corporate Financing. MBA in Marketing & Wealth Management, He has worked with multinational bank, leading AMC’s.

He had spent his initial years in setting up of the investment banking business for VP Wealth. He also played an important role in expanding the distribution reach of VP Wealth Management.

Under his leadership, the financial services business has grown rapidly just span of within two years of Its Operation, with an assets under management close to Rs. 50 crore, over 1500 clients Base and a Team size of over 50 people with 5 branches & presence all over india.

The company aims to be the most ethical, trusted, professional; system oriented & preferred financial planning institution.

The team, with his proven track record, is set for building successful businesses.