Turning a sound and ethical concept into a practical business application is no easy task in today’s competitive world. After years of Financial Market’s experience, we took this challenge upon ourselves to build and implement a genuinely unbiased, investor-centric wealth management, and transaction platform. While doing so, we took extra care of not compromising on our core values and the regulatory guidelines.
VikasGenie, our proprietary platform, stands tall and trustworthy on all these front given our unbiased and focused approach. We believe Investor servicing is all about sharing knowledge, providing convenience while practicing transparency and trust for all our stakeholders.
Investment is both science and art, while Technology adds simplicity and convenience, but values gain significant importance when serving Investors. We recognized these Values and defined them as our core Principles while building our platform around them.
We understand Goals & Dreams are part of an Investor’s Life, while Savings or Investments are mere tools to accomplish them. At VikasGenie, we build every module and tools with these Goals & Objectives in mind.
In-between managing your career and squeezing time for Joy in Life, managing your Savings and Investments for all your dreams and cloudy days ahead is a herculean task…
Welcome to the joy and comfort of Managing your Wealth, and leave the stress of execution to tracking your Investment to us. Our comprehensive transaction & wealth management platform is built to cater to the needs of diverse investor types…
Like every human, their life goal is also different and it requires unique path to achieve the same. Each time an investor either directly or through our Partner’s utilizes tools, reports and modules offered on VikasGenie Platform, we feel connected and responsible for entrusting their dreams. Whether you're new to investing , or a seasoned pro, VikasGenie does what is right for you and your money.
VikasGenie will help you :
Explore and understand your unique situation
Actively manage your asset allocation
Work one-on-one and design a strategy for you