VSRK Wealth Creator Private Limited came into existence w.e.f. 8th November 2013 with a view to make available all kind of Financial Products and to provide Investment Advisory Services to all our clients. The Company strength has further improved by taking over the clients and whole AUM of M/S Agrawal Investments Consultants (Proprietor R.K. Agrawal). Shri R.K. Agarwal has also joined the Company as a President.
We are a team of well-qualified, exuberant, innovative and enterprising hard-core dynamic professionals, Certified by AMFI, IRDA, working collectively toward a common goal and committed to offer our clients nothing but the best.
We are a boutique Company of independent financial advisers that offers financial planning and portfolio investment management advice.
We stand apart as a class known for Dynamic Professionalism, including innovative investment proposals and superior quality of work ethics. We have positioned ourselves as the creator of profitable, creative and proactive investment solutions that add multiple gains to the investor’s portfolios. Our focus is on assisting our client’s in meeting their lifestyle and financial goals.
We have positioned ourselves as the creator of profitable, creative and proactive investment solutions that add multiple gains to the investor’s portfolios.
Our focus is on assisting our client’s in meeting their lifestyle and financial goals.
OUR UNIQUE SERVING PROPOSITION (USP)
We create, develop and preserve personal wealth through objective, tailored financial advice. We recognize the unique needs of each client and we take the time to listen and fully understand the issues that are most important to them.
We re-define our USP as under:
During this short span of period we have large client base from all walk of life providing them personalized services relating to investment. In this short period, we are able to manage total Assets under Management of around (Rs. 1300 Crores), out of which Rs. 300 Crores is in Equity oriented schemes and around Rs. 1000 Crores in Debt Schemes of various Mutual Funds. Our list of clients includes Corporate, Trusts, Societies, HNI’s, Individual Investors and Directors of Public and Private Ltd Companies.
Our Mission is to help our clients achieve their financial goals and realize their dreams for themselves, their families, and their businesses or professions. Our aim is to hedge our investor against any adversaries arising in the investment markets that arise primarily due to any lacunae in analyzing market behaviors, providing our clients with customized, profitable, yet manageable investment baskets, which are formulated by a panel of skilled financial experts. Financial planning is charting a course or a road map to peace and prosperity. The important thing is taking the steps in the right direction.
Our comprehensive financial planning process involves a thorough review of your financial status, tax planning and financial goals. We will help you navigate the many challenges and complexities of managing your financial future.
Our simple strategy while managing the Fund of an Investor is that Out Investor’s hard earned money should grow and our achievement is the Smile on the face of our Investor. We work only on following two simple rules for our Investors:
- Rule No. 1: Never Lose Money
- Rule No. 2: Never forget Rule No. 1
OUR PRIME GOAL
Our only financial goal is to help you to reach your goals, a process that begins with a thorough understanding of you as an investor and as a person as well. We are into business since 2006 in proprietorship entity in the name of M/S Agrawal Investments Consultants and then we incorporated another business entity i.e. Pvt. Ltd. Company in the name of M/S VSRK Wealth Creator Pvt. Ltd. Now Agrawal Investments Consultants have been merged with VSRK Wealth Creator Pvt. Ltd in order to give business a corporate entity and make it more professionalism and technology based. We pride ourselves on the number of referrals we receive from our satisfied customers. We partner with you to identify and clarify your long-term financial and life goals.