Visolitech Investments

Welcome to ViSolitech

Unbiased and objective investment advice.

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.

Vision

  To Be The Most Competitive & Trusted Financing Solutions Providers.


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.

  • 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.

  • CUSTOMER FOCUS

    We provide positive financial solutions for our customers.

Why Choose Us



                              
7 Successful years of serving the clients
Knack of picking great stocks, EaseMyTrip 24 pre bonus, IDFC First bank 26 , Tata Power 36, Angel one 390
Fee Only Services.
                              
Strong Investment research base.
Investment approach Tailored as per specific needs.
Strong Pedigree of CFA, CA, Management Graduates, Technical Experts.

Our Services






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.
  • Prepare an investment policy statement ( IPS) for the Customer

Execution And Follow Up

  • Communicating the plan and help execute the plan.
  • Periodic monitoring and take action if needed.

Client Information Form And Risk Assessment Questionnaire

Let's Get Started

Board Members

PARITA NANDU

CHARTERED ACCOUNTANT

Nishit Shah

CHIEF INVESTMENT OFFICER


Contact Us

Location:

139, Jaygopal Industrial Estate, Bhavani Shankar CrossRoad, Dadar West, Mumbai- 400028

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