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| VR Wealth Advisors vision is to be the Most Preferred Advisory Services Company in the space of Personal Finance. |
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| We aspire to achieve a stage where we see our Clients achieve their Financial Milestones, and to witness along with them this satisfying journey of their Achievement. |
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We have always believed in following the Financial Planning Process before Recommending any Solution, and we have always functioned with a Client Centric Approach be it Recommendations, Personalised Service, Attention to Details, Transparency in Approach, Handholding & Client Investor Education whenever required. |
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| We feel the pride to have Clients who represent the Top & Middle Management of India Inc who have shown Trust & Confidence in our Functioning and Advisory Role. |
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• CEO’s of Listed Companies
• Top Management of Well-known Companies in India ranging from Telecom , FMCG, Software, Retail Banking, Entertainment, Beverages.
• Senior Doctors in the field of Ophthalmology, Neonatologist, Geanocologist, Headache Specialist
• Film & Entertainment |
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| Process at every stage of Advice is to ensure Correct Advice Delivery is achieved in the interest of the Client .We strongly believe in the principle of Win-Win , when we advice Our Clients with their Hard Earned Funds , who entrust us and believe in us , the Advice we give is never product centric but Client Centric focusing on what is best for Our Client. |
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Mr. Vivek Rege , Managing Director of the Company , who has experience of more than 5 Years in this Industry . He has graduated in Commerce , and studied Chartered Accountancy , he did his Articles at a Mumbai Based Firm , and has experience in Audits & Income Tax Matters.
He is also a qualified Certified Financial Planner , Highest & most recognised qualification in Personal Finance World Over , and a member of FPSB India .He started this venture as a proprietor and successfully accomplished various milestones in the Industry. |
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certification marks owned outside the U.S.
by Financial Planning Standards Board Ltd.
Financial Planning Standards Board India is
the marks licensing authority for the CFP marks
in 