Beyond Wealth, towards Holistic Well-being
Vedant Finserv empowers financial growth with goal-based planning, risk protection, and wealth strategies for holistic well-being.
Key metrics for service evaluation
Client Retention Rate
Net Promoter Score (NPS)
Client Satisfaction Score (CSAT)
Total Team Experience
Personalised Planning
Tailored financial strategies to match your family's goals and aspirations.
Expert Guidance
Professional insights for smart investing and wealth growth.
Long-term Security
Ensuring financial stability for future generations with trusted advisory.
Service Response Time
15 mins
Client Base
70% NRIs & 30% Resident Indians
Regulatory Compliance
100 %
Clients Satisfaction!
Evolving with Trust, Growing with Success
At Vedant Finserv, we have built a strong foundation of trust, continuously growing and innovating to provide expert financial Strategy for families and individuals.
- Years of Excellence
- Client-Centric Approach
- Innovative Strategies
- Personalised Approach
Financial Excellence
Through Affiliated Experts
Wealth Management
Customized investment strategies to grow and safeguard your wealth.
Financial Planning
Goal-based financial solutions for tax efficiency, security, and retirement.
Family Office Services
End-to-end wealth preservation, estate planning, and legacy management.
NRI Solutions
Seamless investment, taxation, and compliance services for global Indians.
Trusted Expertise, Personalized Financial Solutions
At Vedant Finserv, we offer expert financial planning, wealth management, and risk solutions tailored to your needs, ensuring long-term security and prosperity for you and your family.
- Expert Guidance
- Tailored Solutions
- Trust & Transparency
- Long-Term Security
Key metrics for service evaluation of Vedant Finserv
Client Satisfaction Score (CSAT)
Investment Growth Rate
Client Retention Rate
Service Response Time
Simple Process For
Great Results
At Vedant Finserv, we believe in a holistic, step-by-step approach to achieving your financial goals. Our process is designed to ensure clarity, consistency, and continuous growth, guiding you through every stage of your financial journey
Goal Identification
Strategic Planning
Execution & Monitoring
Review & Optimize
Join Our Hunderds Of Satisfied Customers
At Vedant Finserv, our satisfied customers are a testament to our commitment to personalized financial planning, expert guidance, and long-term wealth growth strategies tailored to their needs.
I always thought I had my finances under control—until the scattered investments and rising tax complexities started to weigh on me. Vedant Finserv restructured my portfolio and built a legacy plan that not only saved me from tax inefficiencies but also secured a stress-free retirement. Today, I confidently enjoy my golden years, knowing my family is safeguarded with a ₹50 Cr estate plan.
Mr. Sahu
My luxury lifestyle and heavy reliance on ESOPs made me realize that my wealth wasn’t as secure as I thought. Vedant Finserv optimized my portfolio by eliminating duplication, reducing risk, and avoiding a 40% tax loss on my ESOPs. They also involved my wife in every step, ensuring our financial decisions were aligned as I transitioned to Dubai.
Mr. Nikhil
Since leaving India in 2006, managing my wealth across borders was a constant headache. With fixed deposits worth ₹25 Cr and an overconcentration in ESOPs, I was unknowingly losing out. Vedant Finserv overhauled my portfolio—ensuring FEMA & FATCA compliance, saving me ₹80 Lakhs annually in tax, and setting up a clear succession plan for my aging parents. Now, I even have a roadmap for relocating back to India in 2030.
Mr. Nitin
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