About Veer Investment
Our Introduction
Veer Investment is a leading Mutual Funds and other Financial Products Distributor in South Gujarat since 2003. It has over two decades of rich experience in Financial Products Distribution.
The management at Veer Investment brings together a team of professionals with wide experience and knowledge in the FPD domain. Based at Surat and Vadodara, the team of Financial Products Distributors serve clients across India and Overseas.
The management has a strong Vision for Veer Investment as a globally respected company providing comprehensive services in the financial sector.
The “Customer First” philosophy is deeply ingrained in the management and employees at Veer Investment. The management aims to bring the best to the customers in terms of:
- Range of Products and Services offered
- Quality Customer service
Our Statements
VISION – “Prosperity of our Customers”
MISSION – “Turn savers into Investors”
PRACTICE – “Customer First”
Our Strength
Veer Investment prides itself on being a professionally managed, quality focused and customer-centric organization.
The strength of Veer Investment lies in the strong domain knowledge in the management of Mutual Funds distribution and Financial Products Distribution and delivery of sustainable value to clients with support from a cutting-edge technology platform.
Our principal distributor NJ is deeply engaged in enhancing the advanced platform for their partners by leveraging technology extensively.
We firmly endorse that technology forms the foundation of sustainable growth at Veer Investment. And by harnessing its power, we effectively and consistently manage our clients’ investments.
Our Approach
- We Provide Need-Based Financial Solution To Every Client.
- The financial need-based approach is a function of two variables…
- How much will be needed after the breadwinner’s death to meet family obligations?
- How much future income is needed to sustain the household?
- Help you to achieve your Monetary Needs like…
- Child Higher Education
- Child Marriage
- Retirement
Our Execution Process
Asset Allocation Based:
- Asset allocation is the implementation of an investment strategy that attempts to balance risk versus reward.
- By adjusting the percentage of each asset in an investment portfolio according to the investors needs such
- Risk tolerance
- Financial Needs
- Investment Time Frame
- And the focus is on the characteristics of the overall portfolio to get “Risk-Adjusted Returns” over a long period.
OUR SERVICES
Investment Assessment
Comprehensive and Regular Investment Analysis of the designed Portfolio to help you achieve your short and long-term financial aspirations.
E-Wealth
We offer benefits of trading and depository services under one roof.
Taxation
Taxation refers to the act of levying or imposing a tax by a taxing authority.
WILL Writing Service
We facilitate an online platform to create ‘WILL’ for successful wealth transfer through NJ WWS.
NRI Services
We provide suggestions to NRIs for investing in Mutual Funds and PMS according to their Risk tolerance.
Loan Against Securities
Unlock the potential of your investments without liquidating them with the help of NJ Capital’s LAS platform, that too within minutes.
OUR SERVICES
Years of Experience
Cr. AUM
Active Investors
SIP Investors
Live SIP
Veer Investment PARIVAR
Customer Testimonials
100% rely on Veer Investment for my investment decisions. Their suggestions are very powerful. Hasmukhbhai, Vinit & Virat plays a big role for me. I am entirely satisfied after his involvement in my decisions. Earlier sometimes, I would discontinue my investments; when I wanted money even after their persistence for not withdrawing it. But, later I realized their precious inputs which could fetch more returns had I continued. They are so trustworthy; I have given Veer Investment’s reference to my friends and relatives PAN India, and have chased them to start investing’.
Mr Kamlesh Mehta BusinessmanI decided to become a loyal client of Veer Investment because of the actual investment education I received. I also learnt the terminology “Risk Adjusted Returns” from them. This is the most valuable part of investment education. The measure of risk and understanding of risk, in my opinion, stands the prime most. Subsequently, relating this to our own requirement would make a matured investment decision. I find the Veer Investment team highly ‘Proactive’. You just ask them a query and a problem and forget it. Veer Investment will chase you with their reply. The level of trust and integrity is very high in Veer Investment.
Mr Avinash Gupta Avitech Software, CEOI have been investing with Veer Investment since 2007. I have total faith in them and they know every aspect of my financial health. We have one kind of tuning which is perfectly ok. They give good advice and have good philosophy. We have bonding and transparency. Right from the beginning, I am fully satisfied with their suggestions to achieve my financial goals.
Mrs Kaushik Chaudhary BusinessmanMy investment execution has been satisfying. Resolution comes within 24 hours which is more than enough, if there is a query. Veer Investment is more methodical in their work approach which is their distinctive feature.
Mr Ankur Gandhi Chartered AccountantConverting an emotional decision of investment into an objective one is a very challenging task but kudos to Veer Investment, who could do it right from inception. I am one of the few fortunate ones, who have been with them since their inception. Working with them has made me feel very safe and secure. Excellent service, transparent communication, sound advice coupled with integrity has always been the whole mark of Veer Investment.
Mr. Amrendra Mishra Marketing HeadWhatever Veer Investment plans in the favour of the customer is undoubtedly good. Their services and communication is appreciable. We get regular market updates from them. Because of the trust factor, we always stay invested with them.
Mr Manoj Gandhi BusinessmanWhen I retired in 2011, my fund was planned in such a way that even our day to day expenses are taken care of. I have blind faith in Veer Investment. I am impressed that my funds were planned with proper planning and foresightedness. I am very much satisfied with their services. Veer Investment is performing better than my expectations.
Mr Arvindbhai Gandhi BusinessmanWe have been associated with Veer Investment since inception. Their quality of suggestions is perfect, and we get regular updates from them. They respond anytime to our queries with proper solutions. Since, last 15 years, we have not approached any other Investment Planner for our investment needs.
Mr. Ramanbhai Patel Retired TeacherVeer Investment's service understanding is excellent. My interaction with Veer Investment has been very candid. They genuinely understand customer needs and cater to them. They take the feedback constructively, and act on it. I have followed Veer Investment’s suggestions blindly which has created wonders for me. My every single dream has been translated into reality.
Mr. Deepak Shah BusinessmanVeer Investment's discipline and process is very strong. Whenever we drift off due to other alluring returns, we get a reminder by Veer Investment to come back to basics. Secondly, their selection of stocks, selection of process and decision of asset allocation are the key highlights.
Mona Chaudhary Event Organiser
We have regular reviews and frank discussions about my expected returns. We go as per joint finding and market perception at that point of time. No impulsive decision is taken. With the necessary data/information, the right way forward is designed. Veer Investment is always co-operative, accessible and helpful. Fortunately, I know Veer Investment, and so have a sense of security with them.
Mr Jaldeep Mehta Entrepreneur