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Active Clients^
About Me
"I discovered my passion for finances while being the 'Money-Manager' for friends during our vacations. Making budgets and projections, then watching us meet them after each trip, gave me that same deep sense of satisfaction and accomplishment I feel today with my clients.
When I'm not analyzing fund performances or meeting clients, you'll find me exploring new destinations, diving into Sci-Fi books, or enjoying quality time with my dogs!"
Our Core Services
- AMFI-Registered Mutual Fund Distributor
- Global Investment Access: Diversify your portfolio with international investment opportunities.
- National Pension System (NPS): Facilitating investments to help build your retirement corpus.
- Insurance Guidance: Assistance in selecting suitable Health, Motor, and Life insurance.
- Fixed-Income Solutions: Providing access to a selection of Private and Government Bonds.
- Liquidity Management: Facilitating loans against your mutual fund investments.
How do we achieve this?
- We start with a detailed conversation about your financial objectives, current investments, and risk comfort level.
- Next, we ensure all paperwork (KYC and Accounts) is completed smoothly.
- Based on your goals and timeline, we will discuss and select suitable investment options.
- We then set a budget and begin investing in a disciplined manner.
- Regular portfolio reviews will follow to track progress, and we'll reassess and adjust investments as your life circumstances change.
Case Study: The Power of Staying Invested*
(How my clients' portfolio grew by staying invested)
Invested Amount
Growth Generated
*Disclaimer: Past performance is not indicative of future results. The data presented is based on a consolidated portfolio of my clients and is for illustrative purposes only. Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
What My Clients Say
Real feedback from clients on their financial journey.
Frequently Asked Questions
Your guide to understanding mutual funds. Can't find an answer? Use the search bar below or contact us directly.
*Disclaimer
The information provided on VKAMATH.COM is for general informational and awareness purposes only. It is not intended as sales promotion, investment advice, or a solicitation to buy or sell any security or financial product.
The content has been prepared on a "best-effort" basis from public and internal sources believed to be reliable. However, VKAMATH.COM does not guarantee the accuracy, completeness, or timeliness of the information and it is subject to change without notice.
The content herein does not constitute a personal recommendation and does not take into account the specific investment objectives, financial situation, or risk appetite of any particular user. Viewers are advised to consult their own professional financial and tax advisors before making any investment decisions.
This website may contain links to third-party websites. Such links are provided for convenience only, and VKAMATH.COM does not endorse or accept any responsibility for the content of such websites.
Mutual fund investments are subject to market risks, and the NAVs of schemes may go up or down depending upon the factors and forces affecting the securities market. A mutual fund is NOT A DEPOSIT product and is not an obligation of, or guaranteed, or insured by the mutual fund or its AMC. Past performance is not indicative of future results. Please read all scheme-related documents carefully.
Under no circumstances shall VKAMATH.COM or its proprietor be liable for any direct, indirect, incidental, or consequential loss or damage arising out of the use of any information provided on this website.
- Mutual fund investments are subject to market risks.
- Please read all scheme related documents carefully before investing.
- Past performance of a scheme may or may not be sustained in the future.