We provide right product for your need
What We Do?
The service we offer is specifically designed to meet your needs.
Investment portfolio
Whenever you think of making investment, three things should come on top of your mind – Risk Profiling, Products and Asset Allocation.
Insurance Policies
Insurance is an important risk management tool that can protect you and your family from financial hardship caused by unfortunate events
Tax Optimization
Tax planning involves optimizing your wealth creation and protecting your health, life and assets while aligning all these with existing provisions in our tax laws
Mutual Fund
A mutual fund is a type of investment vehicle consisting of a portfolio of stocks, bonds or other asset classes. Mutual funds give small or individual investors
Wealth Basket
Wealth is an abundance of variable material resources. The meaning of wealth is not straightforward. Wealth is basically a person’s net worth.
Targeted Investment
Making holistic investment choice is always preferred than making random investments. This can be achieved if every investment made is linked
HOW IT WORKS?
Here are the 3 working steps on success.
Collect data
Your risk profile, past investments, your prefernces and concerns - all are considered here.
Portfolio building
Based on the data collected, schemes in the portfolio are decided. Asset allocation principle is also considered.
Portfolio review
Depending on nature of portfolio, review frequency and date is decided. Re-balancing of portfolio can happen here, if necessary.
Client Testimonial
I would like to place on record my appreciation for Visalakshi Portfolio Services Pvt Ltd. I approached Visalakshi Portfolio for advice for my personal financial planning and wealth creation. They took me through the entire nuance and the process of managing the Personal Finance. They not only assisted me through technical process but made me aware of availability of various products for Long, Medium and Short term also educated me the importance of Security in terms of Health and Term insurance. My investments have been planned in Mutual Funds, PMS, and Stocks, Keeping in mind my goals. UNA ASHOKA PATRO
I would be honored to recommend Visalakshi Portfolio Services Pvt Ltd to my family and friends, colleagues and clients as they are thorough professional and will extent the expected solutions to clients. Visalakshi not only assisted me through technical process but made me aware of Mutual Funds, PMS, and Stocks. BALDEV RAJ KAPOOR
I am please to convey that most of the investments are achieving the desired growth and I am more than satisfied with the services extended by Visalakshi Portfolio and the transparency with which Company delivers the services is commendable. Visalakshi Portfolio Services have imbibed the philosophy of Creating Wealth & Transforming Lives in too. I wish them all the best and I am sure that company will grow strength to strength in all their Future endeavors. VIKAS MEHTA
I am happy to share my experience with Visalakshi Portfolio Services Pvt Ltd. I am highly satisfied with the services extended by Visalakshi Portfolio in the fields of Mutual Funds, PMS, and Stocks. They gave me the best advice for the investment of my funds. I wish the company will grow and will achieve heights in financial planning sector.
ASHUTOSH BHAGAT
Stylabs Info Solutions
I am more than satisfied with the System and the processes devised by the company. I would certainly like to recommend Visalakshi Portfolio Service to my family and friends. I would say Visalakshi has fulfilled its words “Creating Wealth & Transforming Lives”.
BHUSHAN KALUVAKOLAN
I would like to give Visalakshi Portfolio Services Pvt Ltd. an award for holding outstanding performances in terms of services offered by them in financial planning of my funds under Mutual Funds, Stocks and Insurance. There timely service and guidance gave a push to my funds under correct direction. I wish them good luck for their future endeavors.
SANJEEV BORA
Hr Executive
