About Us
About Us
At VWC, we aim to provide complete advisory services under one roof, related to all financial and short- and -long term investment needs of every stratum of customers. With increasingly varied and wide range of investment products and options available in the market, it becomes almost impossible for any client, however educated and prudent he or she might be, to decide the mix of investments keeping in mind the short term to medium term to long term financial needs of his or her family. In such situations, it is always advisable to consult a financial advisor and plan out the investments keeping in view the expenses and needs arising in future towards education, buying a home, marriage, higher studies, holidays, medical expenses, and so on.
A single-point advisory solution also enables you review and evaluate your investments month on month through a single report which would also be clutter free, easy to understand and suited to your requirements whether you are a Retail client or HNI or an Intuitions.
We have more than 15 years of experience operating in financial sector, and in our understanding of the nuances of financial markets under varied degrees of volatility. We have the requisite know-how and proficiency in most of the financial products and asset classes. Having worked with some of the leading financial firms, building their assets and protecting their securities, has given us the skill that is our bedrock today. And that is also the foundation of our entrepreneurial spirit.
What we do
We believe most investors today are underserved. Further, many financial professionals are product driven and cannot offer properly planned and customized solution or advice you need to accomplish your life goals. You need more and deserve better.
Through careful planning we partner with our clients to:
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- ensure they enjoy and maintain their lifestyle
- Help and protect their family and loved ones.
- Prepare them for unexpected events.
- Build a legacy.
- Develop an actionable, specific game plan to accomplish all of their financial goals.
We accomplish this by taking a global approach to your financial planning. We deliver results with a deliberate and consistent wealth management process giving due respect and attention to each asset class. Together we will endeavor to put your financial house in good order and make sure it stays that way for life.
Our Vision
Our clients entrust us with their financial futures. It is our duty to protect and grow their confidence with every interaction. We continually work to earn our clients’ trust by:
- Going above and beyond with communication that is personal, professional and open.
- Operating with the highest standard of integrity, honesty and transparency.
- Anticipating client needs and demonstrating a relentless commitment to solutions.
- As a team, striving to find better ways to deliver service and value to our clients.
Our Mission Statement
At Virtue Wealth Counsel, our mission is to partner with you to create financial comfort, help and protect your family, and build a legacy of healthy wealth management. We are driven to provide objective, tailored solutions that enhance your life.
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality service and advice to help you reach your financial goals.
7 Core Values
- Integrity - your best interest is the single criteria we use to create strategies and solutions.
- Excellence – it is the standard we set for ourselves, and one we expect you to expect from us.
- Meritocracy – We inculcate best talents and proficiency in our team and reward their hard work and results
- Relationship – Your interests will always be aligned. We strive to know our clients’ aspirations, fears and life goals.
- Rigor – we approach everything we do with thoroughness, professionalism, and attention to detail.
- Service – our entire team is committed to providing truly customized service and an overall rewarding client experience.
- Results – we proactively provide insight, clarity and solutions to improve your finances and enhance your life.
Our Team
Our team brings together dynamism and experience, with a diverse pool of talent.
Our senior team members, who joined us from some of the largest financial services platforms, bring to us rich capital market experience across cycles, and the best of practices from their previous organizations. Our younger team members bring in enthusiasm and innovation. This helps us blend sound advisory and time-tested processes for the benefit of our clients.
Our Relationship Managers have vast experience in client handling. They are multi-faceted and come from diverse backgrounds with skill sets such as client handling, requirements analysis, investment facilitation and managing investment portfolios.
The Advisory Team is a group of well-qualified professionals who work closely to provide customized investment solutions to achieve client financial goals. This team works on the overall investment strategy & constructs portfolios in alignment with the firm's investment approach. The diverse background and varied experience of the team members help in providing multiple perspectives to any analysis and refine the service offerings to our clients from time to time.
Our Operations Team prides itself in bringing together a pool of talent, with members complementing each other in skills in areas such as Reporting and Accounting, Investment Execution Process development, Customer relations, Business Analytics, Customization solutions and more.
List of Founders
Sanjeev K Sanju – A Marketer and Consultant with over 25 years of experience in business development, marketing & sales, he has worked on various cross-country projects and has held leadership positions with global MNCs.
Abhijeet Waibhaw – Abhijeet has spent over 15 years of Industry exposure in the middle level of Banking and Mutual Fund Industries. He has an MBA in Finance & Marketing discipline. He has experience of managing wealth of Retail, HNI & Corporate from different region.
Sarvesh Waibhaw – Sarvesh is an MBA in Finance and Marketing, has gained his experience into asset & lending. He is heading lending business of our organization. Before joining us he has served in banking sector for Asset Business. His key strength includes Credit profiling, Risk Assessment and Business Development.
Renu Kumari – By profession a trainer & academician, Renu is a Post Graduate in Economics, looking after employee’s training and development.