AMFI Certified · Personalised · Transparent
Expert 1:1 guidance — from wealth creation to retirement — built around your unique needs.
At Viksha FinServ, we offer 1:1 personalized financial planning and investment solutions to individuals based on their goals and risk preferences to ensure transparent and comprehensive financial advice, backed by AMFI certification for reliable and trustworthy service.
| Our Approach | Traditional Approach | |
|---|---|---|
| Personalization | Tailor Made | Generalized |
| Fee Structure | One-time fee | Varies |
| Certification | AMFI certified | Varies |
| Investment Diversification | Customized based on individual age, goals, risk appetite, income level | Standardized portfolios |
| Evaluation Process | Thorough individual evaluation via Self-Assessment Form | Basic profiling / Generalized (like in social media / At Banks / friends / relatives / colleagues) |
| Transparency | Upfront pricing | Varies |
We help navigate complex financial decisions, optimize investments, plan for retirement, and achieve financial goals. Get AMFI-certified expert guidance tailored to your individual situations.
What We Offer
A comprehensive 360° financial roadmap covering budgeting, insurance, tax optimisation, and long-term wealth goals — all in one personalised plan.
Smart investment strategies across mutual funds, equities, and alternative instruments tailored to grow your wealth steadily and securely over time.
Plan for a comfortable, financially independent retirement through NPS, SIPs, and diversified portfolios aligned with your target retirement age and lifestyle.
Systematic Investment Plans crafted around your income, goals, and risk appetite — leveraging compounding to build long-term wealth with disciplined monthly investments.
FundsIndia Affiliated Products
We are affiliated with FundsIndia and offer the following products:
Got Questions?
Personal financial planning is the process of managing finances to meet life goals. It involves budgeting, saving, investing, managing debt, planning for retirement, and meeting future expenses.
We provide a one-on-one service that focuses on personalized financial planning. We analyse your financial goals, income, risk appetite, and current investments through prerequisite forms, and create a customized investment diversification plan that meets your unique needs.
To invest in stocks or equity, a Demat account is mandatory. For mutual funds, you need a mutual funds platform such as FundsIndia, Zerodha, Scripbox, Groww, etc.
We are associated with FundsIndia and we can assist you in opening one. Through FundsIndia, you can invest in mutual funds, stocks, bonds, debentures, and more.
As we are a mutual fund distributor affiliated with FundsIndia, we also help you monitor the health of your investments.
It is recommended to review your financial plan at least once a year or whenever there are significant changes in your life, such as a new job, marriage, or the birth of a child. Regular reviews ensure that the plan remains aligned with goals.
Reach Out
VIKRANTH VASISTA K
Financial Planner · AMFI Certified
