Why Choose Vijay InvestEdge
Leading Since
1994
Trusted by 3+ Generations
Years of Experience
30+
Decades of Financial Expertise at Your Service
Trusted, Referred, Repeated
72%
of our new clients come through referrals.
Discover Your Goals
Everyone’s financial journey starts with clear objectives. You might be planning for a comfortable retirement, saving for your child’s higher education, aiming to buy a home, or simply building a robust emergency fund. We begin by identifying and prioritizing these goals, so every step in your plan has a purpose. For example, common goals include:
Emergency
Fund
Lifestyle
Goals
Wealth
Building
Hassle-Free Investing from Home
We bring investing to your doorstep. Literally. A dedicated Relationship Manager visits you at home or office to handle every step of onboarding, from paperwork and KYC to setting up your accounts. This personalised service is truly convenient for busy professionals and it builds trust from day one. Meeting you in your own space also lets us understand your needs and values better.
Craft a Tailored Portfolio
With your goals in mind, we design a personalized portfolio just for you. Our premium service lets you choose from a wide range of investment avenues including Mutual Funds, Stocks, Portfolio Management Services (PMS), and even specialized health and insurance solutions all curated to align with your objectives.
Portfolio Management
Services
Customised portfolios for high-net-worth clients seeking tailored strategies
Health & Insurance Solutions
Plans that protect you and complement your investment strategy.
InvestEdge in 3 Steps
Simplify
Investment Journey
Embark on a seamless investing journey with Vijay InvestEdge. Our process begins with a personalized consultation at your convenience, followed by a tailored investment plan designed to meet your financial goals.
Consult
Personalised Plan
Our team will visit you for an in-depth consultation to understand your investment objectives. We will then recommend a Model Portfolio covering various financial instruments as per your goals.
Execute
Continuous Support
Once the plan is finalised, we will assist you with all the necessary paperwork and account setup procedures. Our team ensures a smooth onboarding to execution process, including KYC compliance and account activation.
Blogs
InvestEdge in 3 Steps
Mutual funds are not a luxury. They're a necessity in this economy.
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