Value Securities is one of the leading investment service organization servicing since last MANY YEARS and have the reputation and trust of helping investors to achieve their life’s financial goals.
We have exclusive /Specialized service group named has VALUE Premier, which is aimed to offers tailor made wealth management service to clients whether Resident or Non resident Indians.
Introducing Value premier:
Value premier is an exclusively trained group dedicated to serve HNIs, NRIs and business families in the areas of Wealth Management through well-established principles of Comprehensive Investment Planning.
Value Premier has been assisting Resident and non resident Individuals to accumulate, preserve and enhance wealth for future generations.
Value Premier Objective:
- In-depth understanding of unique financial needs of every client.
- Evaluating various alternatives to select best possible solutions to achieve clients' goals.
- Complete Wealth Management through accumulation, enhancement & preservation of financial resources.
- Construction of a customized financial plan to meet the clients' financial goals & regular review of the same.
Exclusive Services for La Premier Clients:
- A highly trained dedicated Relationship Manager
- Qualitative In-house research reports at regular frequency.
- Regular portfolio review.
- Online portfolio access for all Investments(Equity/MF/Insurance)
- Pro-active advice on Market Events & Triggers.
- Regular updates on New Product/Concepts.
Four-step Advisory Process:
- Need Analysis: We analyze & assess your investment objectives including your comfort level with various asset classes, such as Mutual Funds,Stock, Bonds, Insurance and other Financial Products.
- Asset Allocation : We determine your risk profile thru discussion and based on given parameters we create optimal mix of asset classes to meet your financial goals.
- Portfolio Construction: Based on that asset mix, we build a customized, diversified portfolio form our research recommended product basket.
- Ongoing Review: We regularly monitor your portfolios performance, and recommend for any adjustments if necessary, and also communicateregularly about market, product economy and so on.
