VAR Finserv focuses on holistic, hands-on approach to financial planning and wealth creation.
We are AMFI registered financial Distributor of Mutual Funds and other Financial Products, with vast experience in Banking & financial industry offering complete range of financial products and insurance in a single platform.
We spend time to understand your personal financial circumstances, goals, risk appetite and goals of return on investments. With evaluation of aspects of investments given the economy cycles and financial markets movements, we offer customised recommendations to suite your investment goals. With your financial plan prepared to meet your long-term goals you can invest with peace of mind.
Value At Risk (VAR)
Strategic financial planning with focus on lifestage goals ensures “smooth sailing” through the ups and downs of the market. Right Asset allocation and dynamic management is the differentiator between Wealth Creation and Value destruction. With increasing Volatility in the markets, understanding Value At Risk (VAR) while taking investment decisions is very important .
Why Choose Us
Understanding Client Requirements and offering solutions with ease of understanding, simple to transact is the hallmark of our service. We provide Latest Technological products to achieve this
- Completely online – Zero Paper work
- Seamless onboarding through systems – no paperwork involved
- complete portfolio monitoring
- view your entire portfolio across Asset Classes in one place
- Technologically Advanced platform
- Safe & Secure using latest technology
- BCP (Backup plans) – Incase one system is down, transactions will be routed through the backup system
- Assistance in Financial goal planning / Asset Allocation
- Asset allocation is key to achieve Financial Goals – System assistance for Asset Allocation
- One click transaction
- Invest / Redeem / Switch at the click of the button
Helping You to Achieve Your Financial Dreams
AMFI registered Mutual Fund Distributor