What We Do
- Complete portfolio review
- Holistic asset allocation
- Realignment based on circumstances
- Goal identification
- Focussed planning
- Periodic review and realignment
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 saved is money earned
- Minimizing impact of cash flows
- Clear distribution plan
- Conservation and distribution of assets
- 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
Pillars of Vismay Finserve
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 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 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.