number of complaints
At the beginning of the month
Nil
Received during the month
Nil
Resolved during the month
Nil
Pending at the end of the month
Nil
Reasons for pendency
NA
Data for the month ending
February 2023
| Sr. No. | Received from | Pending at the end of the month | Received | Resolved* | Total Pending | Pending complaints > 3 months | Average Resolution time (in days) |
|---|---|---|---|---|---|---|---|
| 1 | Directly from Investors | 0 | 0 | 0 | 0 | 0 | 0 |
| 2 | Sebi Scores | 0 | 0 | 0 | 0 | 0 | 0 |
| 3 | Other Sources (If Any) | 0 | 0 | 0 | 0 | 0 | 0 |
| Grand Total | 0 | 0 | 0 | 0 | 0 | 0 |
*Average Resolution time is the sum total of time taken to resolve each complaint in days, in the current month divided by total Number of complaints resolved in the current month.
Monthly/Annual complaints Investor Charterservices
Investment Advisory
Our Portfolio approach and investment philosophy helps you to manage your Investments efficiently and effectively. We scan and analyse your portfolio for the best mix across assets and make necessary changes to achieve your investment objectives.
- Portfolio review
- Asset allocation including debt, equity, Mutual Funds
- Monitoring timely
- Rebalancing
Financial Planning
Financial planning is a comprehensive exercise to plan your financial future so all your financial goals are met in an orderly manner. We help you build your financial road map and make sure they are followed closely for the best results.
- Understand your current situation
- Identifying your current and future needs
- Planning a roadmap
- Asset allocation Including debt, equity, Mutual Funds
- Execution of financial plan
- Regular monitoring
Tax Management
Proper Tax Planning can add a significant wealth to your portfolio in long term, we ensure your wealth is created in a tax efficient and systematic way. We help our clients to choose the most tax efficient financial planning and consulting.
Stock Advisory
This service is specifically for traders to help them find stocks to trade in. You can get stock advice in what to buy and when to buy on frontpage.live/visolitech/
Digital Signature Certificate
- We offer all types of DSC (Class 2,3,DGFT)
- Just Plug and Play with Auto Driver Update
- Suggested Usage for GST, ITR e-Filing, MCA/ROC e-Filing
- Can be used for Form/16 A Signing and fresh DGFT IEC registration
- DSC generation through Aadhar based Biometric verification, OTP verification video verfication and Bank manager attested Documentation
About US
ViSolitech is a new age Investment advisory firm. We at ViSolitech help you throughout the investing lifecycle from devising the right strategy, asset allocation, choosing the correct investing options, monitoring and rebalancing.
We are engaged in providing, research based investment advice and aims to earn better returns from market mispricing and better stock selection.
Our investment recommendations are based on solid research and tested strategies to add better value to your investments. ViSolitech Investment Advisory started in 2015 and got SEBI Approval in 2016 to act as an Investment Advisory firm with an aim to provide unbiased and objective investment advice.
In this endeavour we are proud to be a fee-only advisor with no affiliation with any service provider to ensure best unbiased service
Our Mission
Our mission at ViSolitech Investment is to create financial security for all
Our Values
Transparency
We prioritise transparency across all our actions and decisions
Customer Focus
We provide positive financial solutions for our customers
Efficiency
We focus on building efficiency into every aspect of our operations
Integrity
We conduct ourselves with unconditional integrity and ethics
Innovation
We believe the future depends on the innovation we empower today
Confidentiality
We accord the utmost confidentiality to our clients and their interests
Our Vision
Our Vision is to be most trusted brand in investment and financial industry
Why Us
Top Rated Investment Advisor on Big Profit App
Fee Only Services
Knack of picking great stocks – VEaseMyTrip @360 pre bonus, IDFC First bank @22 , Tata Power @56, Angel one @380
Strong Investment research base
Investment approach Tailored as per specific needs
Strong Pedigree of CFA, CA, Management Graduates, Technical Experts
a simple process
1
Define Financial Goals
- Risk Assessment through our Questionnaire.
- Understanding your financial and/or Investment goals through telephonic, in person or any other digital means as suitable.
2
Plan a Road map
- Making an investment plan by our experts.
3
Execution and Follow up
- Communicating the plan and help execute the plan.
- Periodic monitoring and take action if needed.
Team
Nishit Shah Chief Investment Officer
- Mr Nishit Shah has acquired prestigious industry qualification of passing Chartered Financial Analyst Exam from CFA Organisation - USA. He takes Investment calls for Clients. "I am passionate about the art and science of picking stocks that could multiply wealth in long term" - Nishit Shah
Parita Nandu Chartered Accountant
- Mrs Parita Nandu, CA, is a practicing Chartered Accountant, she is expert in Tax planning and our TAX Consultant. "In today's times Tax Planning can Add significant value to your portfolio" - Parita Nandu
Contact us
Corporate Headquarters
139, Jaygopal industrial estate,
Bhavani Shankar cross road,
Dadar west, Mumbai- 400028
General Contact
Phone: 70211 30744
Email: info@visolitech.com
