Retail Advisory

At VC advisory, we focus on our customer’s financial goals, objectives and risk appetite. Our philosophy heavily revolves around customer-centricity. We do not believe in the cookie-cutter approach and work on unique value propositions crafted for each customer as each customer is different.

The objective is to create diversified, risk-appropriate portfolios designed to meet the investment objectives, whether it be for capital growth, income or a combination.

As your wealth partner, we provide frequent monitoring and control mechanism that ensures you remain financially well organised. We strive to chart a course that may guide you toward your desired destination. We seek to simplify complex financial terms and investment options, offer honest advice, and help you navigate the complexities of investing and financial strategies.

We provide focused advisory services custom made for your style of trading/investment.

Equity

Equity markets in India have seen phenomenal growth in the last few decades. Our in-house research team does an extensive study to identify the best equity investment opportunities based on your short term as well as long term objectives. The research is based on both fundamental as well as technical analysis so as to help you make informed decisions about equity investments.

Commodity

We do an in-depth research on various commodities to provide our clients with timely and relevant advice. We provide end to end solutions to our clients for trading/hedging on commodities and commodity derivate options.

The commodities covered are:

Precious Metals
Industrial Metals
Crude Oil and Natural Gas
Spices

Pulses
Grains
Oil Seeds
Soft commodities like cotton etc

Forex

We make thorough research-based recommendations and provide advisory on the following :

Fundamental and Technical analysis
Spot and Forward Transactions
Interest rate and currency Swaps
Interest rate and currency Options
Competitive pricing on transactions through Authorised Dealers

Portfolio advisory

We understand the investment needs of our esteemed clients and provide customized solutions for achieving their goals. Our advisors will refer you focused products based on your risk appetite and at the same time ensure optimal diversification from various Asset classes.