What We Do

Portfolio Diagnostics

  • Complete portfolio review
  • Holistic asset allocation
  • Realignment based on circumstances

Goals-based planning

“If you fail to plan, you are planning to fail

  • Goal identification
  • Focussed planning
  • Periodic review and realignment

Financial Planning

Maitri is a CERTIFIED FINANCIAL PLANNER who helps people deal with various financial matters through proper planning, which includes:

  • Investment Planning
  • Retirement Planning
  • Education Planning
  • Insurance Planning
  • Risk Management
  • Contingency Planning
  • Cash Flow Management
  • Tax Planning
  • Estate Planning

Risk Management & Insurance Planning

  • Your ”Plan B“
  • Financial Safety Net
  • Managing volatility

Tax Planning

  • Tax saved is money earned
  • Minimizing impact of cash flows

Estate Planning

  • Clear distribution plan
  • Conservation and distribution of assets

Investor Education

  • Small focussed session with 1 or 2 families
  • Educate clients for better decision making

We are not a large firm and we do not cater to hundreds of clients as is done by large firms where the client becomes a number for them and they have a pre-defined approach for everyone. We give special attention to each and every client and tailor the portfolio to client’s need, risk comfort, and his longterm financial goals.

A client’s satisfaction is the currency we live by. Therefore, we spend time in understanding his life plans, and investment preferences. Based on a client’s preferences, we prepare a healthy financial plan that ensures the client’s financial well-being for any future. You will experience the difference it makes to have someone who understands your needs and cares for your financial health when you invest with us.

The core team has 30+ years of industry experience

We believe every client is unique, and thus are the solutions they need

We do not chase returns

We believe in seeing a client through difficult situations and constantly adapting to the changing environment and client’s personal and financial circumstances

We believe the journey of investment is also the journey of positive behaviour change

We help you to develop healthy financial habits, and discipline to make informed decisions

We provide holistic approach with asset allocation as the centre

We help you attain financial freedom

Products

Mutual Funds

Insurance

Bonds

Fixed Deposits

PMS

Structured Products

Pillars of Vismay Finserve

 

Maitri Modi

Maitri Modi

(CEO)

Maitri is amongst a few Certified Financial Planners (CFP) in this country. Maitri has worked in financial services industry for more than 17 years. She was Vice President at Kotak Mahindra Bank for 15 years as Investment Specialist for High Networth Individuals.

She was responsible for clients across multiple states in India. Maitri earned her MBA in finance from Nirma University and EDP in Portfolio Management from IIM-Bangalore.

Samarth Modi

Samarth Modi

(Co-Founder)

Samarth has a rich experience in Real estate and construction chemical industry in India. Vismay Group has built, invested and leased properties over four decades and has several prestigious MNC clients.

Samarth did his Electronics Engineering from NIT Karnataka and has worked in the tech industry for more than a decade. Samarth also holds 3 approved US Patents.

Amisha Rodrigues

Amisha Rodrigues

(Consultant)

Amisha is COO of Infosense global – an IT company with 300+ employees spread across the globe. Amisha has a unique set of industry experience – IT  + Banking.

She was a Senior Vice President at a leading private sector bank and has more than 25 years of industry experience. She provides an independent perspective to Vismay Finserve with her international exposure.

Contact

+91 99786 28830 – Maitri Modi

CFPCM – CERTIFIED

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