Megha Malpani's Contact Details

Megha Malpani's Company Details

Zvest Financial Services

Bengaluru, Karnataka, India • 4 Employees
Financial Services

The idea of Zvest Financial Services LLP was conceived when we realised the fact that every client is unique and has specific goals and requirements that change constantly. Just like individuals, markets react not only to macroeconomic factors and financial health of the companies but also to geo-political and social factors. The clients prefer a one stop solution for integrating their financial needs viz. investments; wealth transfer; taxation and legal advisory; life style, philanthropic and geriatric requirements, which can cater to their needs with maximum flexibility.We desire to offer complete family office solutions and keep versatility with times by designing customised portfolios, which have a mix of both dynamic asset allocation and core-satellite approach, and use technology as a key differentiator.