At VSSWEALTH, we offer you a complete range of solutions that complement our services. The range includes a combination of best of breed proprietary and non proprietary (third party) products. The approach is to recommend you product solutions within your overall asset allocation in an unbiased manner after evaluating all the options available in the market.
Work with us to develop a wealth creation and protection plan that provides you with the best chance to reach your goals according to your specific needs and comfort levels. Our Insurance, and wealth management expertise will put you in the best position to succeed while allowing you to maximize your time devoted to focusing on the pursuits that are most important to you.
Currently, there are distinct divisions within the financial services industry. A person goes to a bank to save his money or to get a loan. He buys stocks and bonds from a broker. He purchases insurance from an insurance agent and mutual funds from a mutual fund distributor. The regulation of the industry reflects the division of these transaction-based services And also with a number of mis-selling instances taking place in the financial markets, investors’ confidence in ‘advisors’ has been shaken and the investors are asking for a ‘trusted financial advisor’. With this thought keeping in mind, VSS WEALTH ADVISORS PVT LTD was incorporated on January 29, 2016. This one word i.e Ethics describes our business model and is the USP of our venture. This is what it separates us from the herd
It's never too late to do a financial plan. Getting an early start allows you to plan ahead and avoid making 'mistakes' or 'bad decisions'. And even if you have not done any plan in the past, the current plan helps you review the choices made and re-align them to set you back on track. Financial Services is not just practical, it's also emotional. It involves not just the numbers but also the people you love and care about the most. It helps you identify and take care of the unforeseen risks that come along the way.
All we look for is how many happy clients are we serving. We strongly believe in making money, but for our clients and not at their expense. We work very differently from our competitors because we do not believe in chasing the top line or bottom line. What we all strive for is a smile on our clients face. We do not have any month-end or year-end targets..
To be a respectful Financial Services & wealth advisory firm.
To help our clients achieve their financial goals with honest and unbiased advise thereby creating wealth slowly and but surely.
“Client First & Integrity & Trust” This is the philosophy on which VSS Wealth Advisors was founded. “What is good for the client is also good for the Firm”. If you win, we win too. It’s that simple. Our only approach is – we advise what we implement for our own portfolio.
If you are simply looking for “honest advice” and “delightful service”, then you have reached the right place. We also ensure that our clients get educated and become confident when it comes to managing their money. Not only we try to help our clients in the area of financial advice, they look up to our advice in many different walks of their personal & professional lives. We believe in nurturing our relationship much beyond than a client-advisor engagement.
We are very serious about this profession and we expect our clients also to value our advice and services. We work with like-minded people who take long term approach when it comes to managing money. We are not here for quick-fix solutions and certainly do not believe in overnight results. Since we spend lot of quality time with our clients, we work with selective clientele who have a serious attitude towards their investible assets and are willing to avail our professional services. Our clients include all types of senior level executives, high-networth business owners, doctors and accomplished self-employed professionals.
But frankly, our most coveted award is the smile on our clients face and we go any length to achieve that.
Bikash Mohanty, CFPCM is a CERTIFIED FINANCIAL PLANNERCM from Financial Services Standards Board India. He has functional experience as an Investment Adviser for over 15 Years in the fileld of Equity,Equity research,Derivative and Investment Advisory Industry. Possesses a rich finance background and having qualification with an ICWAI(Inter) degree from Institute of Cost The Institute of Cost Accountants of India of India and & MBA from Utkal University. As a Founder & Director & Head of the Investment Advisory for VSS Wealth Advisors Pvt Ltd, a Bhubaneswar based Financial Services & Advisory Firm, Bikash closely works with Clients to achieve their financial objectives. Bikash also conducts trainings for Corporate on topics which create Financial Awareness among members and helps them see finances in a more structured manner. Bikash is passionate about working as a financial planner and feels that it's a service to the society in general when you create value for a client by planning his finances, educating him & making him understand that there is nothing magical about finance, and at the end of the day its pure common sense.
Below are the service offered by us to help you in investing for your various stages of your life so that you can live your life freely