Vensiva Financial Services is a Financial Products Distributor as per the new SEBI guidelines and was a Wealth Management & Financial Planning initiative started in 2006 to cater to Individual Clients in India and Abroad who require personalized financial planning to improve their financial status and invest rightly to get maximum benefit.
Headed by Mr. Balakrishnan Venkatramani, a Certified Financial PlannerCM recognized by the FPSB (Financial Planning Standards Board India). We offer comprehensive financial products as distributors, having highly qualified and experienced team of financial professionals. We use our complete knowledge of insurance, tax laws, and mutual fund investments to suggest investment options to the clients, as per their long-term and short-term goals. Our core purpose is to provide short and long-term solutions & thereby make people enjoy a secured financial life allowing them to focus on the more important things in life, primarily themselves and family.
LinkedIn : https://www.linkedin.com/in/vensiva-financial-services-b926781a/
Our Clients are our biggest strength, We are humbled by their trust, recommendations and testimonials.
WHY US
Why should we be your product distributors? This is a very relevant question to ask us. And given below is our answer...
Client Centric Approach:
All our offerings are designed keeping you in mind. Your long-term interests serve as the 'primary' influencing factor in our recommendations process.
Rich Product Basket:
We offer a single point access to multiple financial products with a holistic need-driven approach & not product centric approach.
Focuss on Customer Satisfaction:
We come equipped with the right attitude, people, processes and technology to ensure higher levels of satisfaction and service quality. In transactions, we work systematically to find & ensure quick resolution of any queries or complaints.
Our Services ensure comfort, convenience, confidence and control to you in managing your wealth. You would enjoy being always updated of your investments, anytime, anywhere.
Right Experience & Skills:
We have over 18 years of experience in the product distribution space since 2005. Our rich experience in dealing with varied age groups, gender and responsibility profiles, qualifications & skills enable us to understand you and your special needs, empathize, put ourselves in your unique position and then offer you the right strategies & solutions to achieve your goals.
Driven by Passion:
Serving clients is our passion and the reason why we are in the business. Nothing excites us more than helping our clients achieve their financial goals and dreams in life with our support.
Our Skills
If you are looking for the right financial product, you are at the right place. Starting from mutual funds to insurance and from real estate to other financial products, we have them all. You can select your financial investment products as per your requirements.
