V-Financial Services
Winner of India 5000 Best MSME Awards 2021
V-Financial Services
Winner of India 5000 Best MSME Awards 2021
Details
V-Financial Services
Sole Proprietorship
Financial & Legal Services
Services related to Investment & finance
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13
Thane
Navi Mumbai - 400703
Maharashtra
Videos
Introduction
With an exclusive vision to bridge the gap between investor’s behaviour and investing, they ensure the adoption of an investment process that is robust against behavioural decision-making errors.
“The idea behind forming this group was to bridge the gap between client’s wealth planning, its execution and financial goal achievement,” This firm is owned by female and all its staffs are female. They are serving PAN India and are highly technology driven company.
The company is in wealth advisory, Family office, Tax planning, Document management They Thrive for Trust and Relationship and have very high standards for serving the clients. The never say no attitude and serving the customers with smiley face is the core strength of the backend team. Team of research analyst, financial planner and service at door steps are few key strengths of the company.
At V-Financial Services, the employees are polite and humble to help the clients in best possible manner. The company thrives a culture of fun where the team enhances its productivity by being in a pleasant environment where light instrumentals are played during working hours. The management ensures more collaborative approach where each associated individual is treated as a part of Business/Family rather than employees. Here, an open culture is nurtured where timely feedback is shared and employee engagement is promoted in every possible manner. “Their team always thrives on improving area of development to have seamless customer experience. The performance of the team is evaluated annually on 4 scale rating and they are rewarded with Long-Term Service Award along with Respect and Dignity,”
Even amidst the prevailing crisis of the COVID-19 pandemic, VFS stood beside its employees and no deductions on the pay checks were made by the management. Contrary to the scenario, they offered the employees with appropriate increment too. In this respect, they feel their digitalized work ow played a significant role to serve its clients even amidst the unprecedented times.
CEO Details
Ms. Vandana Upadhyay
Post-Graduation
Vandana is Ex banker with more than 18+ years of experience and has worked in companies like IDBI, HDFC and SBI Life.
She is eye to detaling person, with right advise and high on Relationship & Trust.
She is result oriented and customer focused. Her customers are very satisfied with her services and approach. The customers themselves they keep referring new clients to her.
Customer’s financial goal expectation, identifying the risk tolerance, mapping the current investment as per goal plan and rebalancing the portfolio periodically and reviewing the same with customers are her core strength.
She is very vocal about female empowerment hence she decided to go all out with female staff and give more and more opportunity to female.
She believes in work life balance and hence she thrives a culture of fun where the team enhances its productivity by being in a pleasant environment where light instrumentals are played during working hours. she ensures more collaborative approach where each associated individual is treated as a part of Business/Family rather than employees. Here, an open culture is nurtured where timely feedback is shared and employee engagement is promoted in every possible manner. “Our team always thrives on improving area of development to have seamless customer experience. The performance of the team is evaluated annually on 4 scale rating and they are rewarded with Long-Term Service Award along with Respect and Dignity,”
Even amidst the prevailing crisis of the COVID-19 pandemic, VFS stood beside its employees and no deductions on the pay checks were made by the management. Contrary to the scenario, they offered the employees with appropriate increment too. In this respect, they feel their digitalized work ow played a significant role to serve its clients even amidst the unprecedented times.
