Partnering with You to Achieve your Life Goals.
As people we are all different. Our life styles, needs, and life goals even within our own families can be different. The needs of Individuals and Families are also unique and dynamic in nature and putting them in static models is not financial planning.
We at Venn Wealth believe that our clients’ are more than their portfolios. We see our relationship with a client as a partnership of equals with our goal being to enable the goals of our clients’. And we try to do this with utmost honesty, transparency, professionalism and most importantly with empathy.
We are committed to being the kind of advisor that we would seek ourselves and that we would recommend to our family members. Our strategies continue to evolve and grow as new generations of people seek objective advice and a safe place to discuss their own challenges.
Get in touch with us to set up a consultation, or use the contact form at the bottom of this page to enquire whether our services are right for you.
Contact
➤ LOCATION
24/9 Haudin Road, Ulsoor Road Cross, Bangalore, 560042
☎ CONTACT
info@vennwealth.in
(+91) 910-855-2393
Areas of Practice
FINANCIAL PLANNING
Financial planning is a key part of the Life Planning exercise, typically involving understanding the big picture of you and your family; your needs, your goals, your dreams; as well your priorities and fears. This activity we believe is most important, as it forms the basis for understanding of an individual’s needs and it helps us to create a financial road map for our clients. A thorough analysis of the existing assets, liabilities, cash flows and insurance is then done and a detailed investment plan is created keeping into consideration the risk profile.
WEALTH MANAGEMENT
Our wealth management services involve active management of financial assets of our clients keeping in their risk taking abilities and goals. Careful alignment of various investment opportunities and strategies to the desired asset allocation is a vital key to the success of a portfolio in achieving the laid down objectives. In this ever-changing environment of markets, economic cycles, laws, regulation, taxation, etc.,It is also very important to actively monitor a well-constructed portfolio and re-balance it on timely basis in order to maintain the optimum risk-return equilibrium.
MULTI FAMILY OFFICE SERVICES
While Financial planning & Wealth management services are limited to the aspects of a Family's finances. Our Multi-family office services extend the spectrum of services to Estate & Legacy Management, Life Style Management, Real Estate Services, Record keeping.
We have tie-ups with Chartered Accountants, Property Management Firms, Lawyers and other professionals and can help our clients based on their needs.
NRI Services
Be it NRIs on international work assignments or OCI & PIO holders living abroad, with India being one of the fastest growing economies, we believe that an India focused component in the financial portfolio of all NRIs is important.
Considering the overall asset allocation across countries and the involved taxation, we help NRI clients with wealth management solutions in India. Our tie-ups with other professionals like Chartered Accountants, Property Managers, Lawyers brings in the ease of execution of several other requirements of NRI clients.
“Risk comes from not knowing what you are doing”
Let's Chat.
Use the form below to contact us regarding your enquiry. Please be as detailed as possible, to help us best service your enquiry.
For job opportunities, please email us your resume. We’re always looking for new and exceptional talent.