Welcome to ValueAdd Finserv

We offer innovative solutions to our clients’ financial needs.

Mutual Funds

Small steps of monthly investments can help you achieve your goals.

Insurance

Insure yourself and live a stress-free life

Fixed Income

Invest in Corporate FDs and bonds for safety and decent returns

15+ Years of
Experience

Welcome to ValueAdd Finserv

In an ever-changing and volatile financial landscape, investors need a skilled, well-trained, and unbiased professional to help them navigate and achieve their short-term and long-term financial objectives.
With over 15 years of experience in managing financial products, we offer technology-driven solutions that enable our clients to effectively track their investments and work towards making their dreams a reality. Our commitment is to be the most reliable, prompt, and efficient provider of financial and insurance services.

Our Ethos

1. Gain the trust and respect of our clients by offering unbiased product recommendations tailored to their financial goals, risk tolerance, return expectations, and liquidity needs

2. Provide exceptional professional services by showcasing strong commercial expertise, technical proficiency, industry knowledge, and market insight, all aimed at surpassing our clients' expectations.

Why Choose Us

CLIENT-CENTERED APPROACH

Our services revolve around our clients. We always put interest of clients at the first place. We believe that our growth lies in the client’s growth and prosperity.

EXPERIENCE AND ETHICS

Our strength lies in strong knowledge, vast experience and ethics which ensure best services for our clients. Our Core philosophy is ‘Striving to fulfill the highest professional and ethical standard by consistently acting in the client's best interest’.

What We Do

A mutual fund is a financial vehicle that allows multiple investors to pool their money together, all with a shared investment objective. A professional fund manager oversees the pooled assets, making decisions on which securities, typically stocks or bonds, to invest in. Mutual funds are regarded as one of the most favourable investment options because they are cost-effective, easy to invest in, and eliminate the need for investors to choose individual stocks or bonds themselves.

Fixed Deposits are considered one of the oldest and most widely used investment options. For those seeking guaranteed returns, choosing the right type of savings scheme is essential. Fixed Deposits offer the opportunity to maximize value-added benefits while building wealth with minimal risk. Company Fixed Deposits, specifically, are offered by companies, providing a fixed rate of return over a predetermined period.
A bond is an investment where an investor lends money to an entity, such as a government or corporation, for a set period at a fixed interest rate. The bond market is an important option for investors seeking stable income and lower risk compared to equities. While bonds may not generate the high returns associated with stocks, they offer a relatively secure investment with a predictable income stream, making them a popular choice, particularly in volatile or low-interest-rate market conditions.
Tax saving involves more than just exemptions on your investments. With the right approach, you can ensure you’re paying the right amount of tax, while also maximizing your income and returns. Proper investments can make your capital work harder for you, starting with tax-saving options that boost your take-home pay. Tax-saving strategies go beyond Section 80C, with other opportunities like HRA, home loans, LTA, Section 80D, and reimbursements, all of which help reduce your taxable income.
A Specialised Investment Fund (SIF) is a recently introduced investment category by SEBI, specifically designed for experienced investors looking for more sophisticated and flexible investment strategies. Unlike traditional mutual funds, SIFs offer advanced strategies such as long-short positions, sectoral rotations, and leverage, making them an attractive alternative to Portfolio Management Services (PMS) and Alternative Investment Funds (AIFs). The minimum investment required is ₹10 lakh.
Insurance is a means of protecting against financial loss, where one party agrees to compensate another in exchange for a premium, in the event of a specified loss, damage, or injury. It serves as a risk management tool, designed to address potential or uncertain risks. Common types of insurance include Life, Health, Motor, Home, and Business insurance. While insurance cannot shield you from the emotional impact of such events, it helps ease the financial burden that often accompanies these challenges.
Private Equity (PE) refers to investments made in privately owned companies that are not traded on stock exchanges. These investments generally involve acquiring ownership stakes in promising businesses to support their growth, restructuring, or expansion. PE investments are typically long-term and have the potential for high returns, often surpassing the performance of traditional asset classes.

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