Data Manager at VSK Financial Consultancy Services Pvt. Ltd. - Mumbai, Maharashtra, India
VSK Financial Consultancy Services Pvt. Ltd. is a Mumbai based SEBI registered financial planning and asset advisory company. VSK since its inception in 1985 has a rich experience of guiding individuals in personal finance.Why approach VSK?Qualification & Experience SEBI registered RIA implies that our advisors are certified to practice as they have the necessary qualifications, expertise and experience. VSK as a Registered Investment Advisor (RIA) follows stringent regulations at par with global standards regarding documentation and disclosures. This is to ensure accountability and provide transparency in our client dealings.IntegrityAs per SEBI norms, VSK strictly follows a code of conduct to advise clients on financial matters in all honesty and fairness. The advice provided is purely independent of any commission income. There is thus no conflict of interest and the product recommended is strictly after the proper assessment of client's needs and goals.SimplicityA client's understanding of the financial plan and his involvement in implementation is of utmost importance to us. We take our client's financial education part very seriously. We avoid showing complicated math and using financial jargon.For the Financial Plan and periodic reviews thereafter, we use Mind Maps extensively. Mind Maps summarise the drab financial details in colourful,image rich picture on one page, making comprehension easy. Long Term RelationshipFinancial planning is not a one-time process. It involves periodic reviews as financial situations change. As the circumstances warrant, we suggest changes in the financial plan. We do not stop at just offering solutions. We make persistent efforts in engaging clients not just for implementation of financial plan the first time but also for periodic reviews. We believe in building long term relationships and strive on a continual basis to help clients achieve their financial goals for the future.