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
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
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.
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 Big Profit App listed on IOS and Android stores.
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 at ViSolitech Investment is to create financial security for all
We prioritise transparency across all our actions and decisions
We provide positive financial solutions for our customers
We focus on building efficiency into every aspect of our operations
We conduct ourselves with unconditional integrity and ethics
We believe the future depends on the innovation we empower today
We accord the utmost confidentiality to our clients and their interests
Our Vision is to be most trusted brand in investment and financial industry
Top Rated Investment Advisor on Big Profit App
Fee Only Services
Knack of picking great stocks – V2 Retail, Kiri Industries, Federal Bank, Chennai Petro
Strong Investment research base
Investment approach Tailored as per specific needs
Strong Pedigree of CFA, CA, Management Graduates, Technical Experts
a simple process
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.
Plan a Road map
- Making an investment plan by our experts.
Execution and Follow up
- Communicating the plan and help execute the plan.
- Periodic monitoring and take action if needed.
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