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At Vinca Wealth
Our Qualified Wealth Managers nurture your funds to ensure high returns
Our experts navigation will sail you through the volatile markets.
Your financial freedom is our priority.
At Vinca Wealth
Our Qualified Wealth Managers nurture your funds to ensure high returns
Your Financial Freedom is our Priority.
Our experts navigation will sail you through the volatile markets
How we invest
Your money! Our Priority
Experience the ease of tracking and updating your investments sitting at your home
How we invest
Your money! Our Priority
Experience the ease of tracking and updating your investments sitting at your home
Vinca Wealth is Your Personal CFO
Our experts work towards growing your money even when
you sleep peacefully
Our Mission
Empowering individuals in achieving financial goals
Our Vision
Making Financial Freedom your
Birthright!Â
Vinca Wealth is Your Personal CFO
Our experts work towards growing your money even when you sleep peacefully
Our Mission
Empowering individuals in achieving financial goals
Our Vision
Making Financial Freedom your
Birthright!
Our Services
Financial Planning
We provide you with the best-suited financial plan safeguarding your investments from market Volitility, to help you tick all your financial goals.
NRI Financial Assistance
We provide expert assistance in maintaining NRI portfolios.
Insurance Planning
Best insurance plans based on your requirements curated by our Wealth Managers.
Retirement Planning
Identifying Saving Schemes for a peaceful & secured future.
Estate Planning
We assist you in planning and arranging your assets for the unforeseen event of incapacitation.
Our Products
Mutual Funds
Mutual Funds
Best Suited Mutual Fund Investment options to help you achieve your financial goals.
Insurance
Insurance
Strengthen you financially to combat the unplanned and unfortunate events in your life.
Portfolio Management Services
Portfolio
Management Services
PMS Services offered by our Wealth Managers are tailored to meet your specific investment objectives.
Direct Equity
Direct Equity
The correct guidance for your Direct Equity Investment for achieving optimum returns.
Mutual Funds
Best Suited Mutual Fund Investment options to help you achieve your financial goals.
Insurance
Strengthen you financially to combat the unplanned and unfortunate events in your life.
Portfolio Management System
PMS Services offered by our Wealth Managers are tailored to meet your specific investment objectives.
Direct Equity
The correct guidance for your Direct Equity Investment for achieving optimum returns.
Plan For Your Life Goals
Wedding/Marriage plans
There is nothing more empowering than plan and finance your own wedding. Our expert Wealth Managers guide you to plan your dream wedding with the correct investment/savings program
Child's Education
Providing higher education for your children can take a toll on your financial health. Plan with us now, towards a safe and secure future for you and your children.
Child's Marriage
What is more fulfilling than making your kids’ wedding the most memorable day in their life? Start planning for their D-Day now with VincaWealth!.
Retirement Plan
Save the post-retirement days for peace and relaxation. Choose the correct retirement plan with us for a hassle-free future.
Plan For Your Life Goals
Wedding/Marriage plans
There is nothing more empowering than plan and finance your own wedding. Our expert Wealth Managers guide you to plan your dream wedding with the correct investment/savings program.
Child's Education
Providing higher education for your children can take a toll on your financial health. Plan with us now, towards a safe and secure future for you and your children.
Child's Marriage
What is more fulfilling than making your kids’ wedding the most memorable day in their life? Start planning for their D-Day now with VincaWealth!.
Retirement Plan
Save the post-retirement days for peace and relaxation. Choose the correct retirement plan with us for a hassle-free future.
Why Choose Us
Continuous Monitoring
Tracking
We keep track of the recommended products.
Rebalancing
We do rebalancing based
on marketing conditions
for best results.
Reviews
We do one-on-one meetings once a year to give a review to you.
Tax optimization
We optimize the tax outgo on the portfolio.
Outperform
That’s how you outperform.
Why Choose Us
Continuous Monitoring
Tracking
We keep track of the recommended products.
Rebalancing
We do rebalancing based
on marketing conditions
for best results.
Reviews
We do one-on-one meetings once a year to give a review to you.
Tax optimization
We optimize the tax outgo on the portfolio.
Outperform
That’s how you outperform.
Founder’s Note
“ Being pioneers in Financial Planning, we started Vinca Wealth to aid the commoners to lead a relaxing independent financial life.
Trust us to grow together! “
Bringing Smart solutions for smart people.
Our clientele is Diverse!
Vinca Wealth with their excellent financial planning strategy has helped me to get better clarity on our Financial goals. They not only guided me on how much and where to invest, they also emphasised on the inflation adjusted returns.
Kalyan TCSAssistant Consultant- C3A
I got in touch with Vinca Wealth when I was unsure of my existing investments plans. And then got to know that we should not opt for insurance cum investment products. They helped me to switch to Mutual funds instead for long term wealth creation.
UdayHitachi Vantara India Pvt LtdRegional Manager
I have been thinking about my future financial planning, got excellent team support from Vinca wealth, now I have got freedom on time. If you're interested in early retirement too, I highly recommend their services.
Nagarajan MHewlett Packard EnterpriseGlobal Workplace Manager
I am Giving this review after using the app and vinca wealth advice for over 2 years.Vinca Wealth has always been a dependable advice to invest in the right Mutual funds. All the recommendations have been given after thorough research and analysis.
Dr Durga PrasadMKH CRESCENTMBBS, DCH
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Any questions ?
We offer one-to-one consultation to maintain an equilibrium before investing your money. Our Wealth Managers acknowledge your financial goals and develop the best-suited investment plans.
No, We don’t charge any fee. We get commissions from Fund Houses.
We get commission from the Fund Houses as per SEBI regulations. It may vary from 0.3% to 1.2%
We will give a free and detailed review of your existing investments
Yes, We have our app with the name ‘Vinca Wealth’ in the Google Play store & ‘Fund Connect’ in the Apple store. Using this app you can track your investments
Yes, We will do one-on-one meetings at our registered office in Bangalore or at the place of your choice in Bangalore. For non-Bangalorians, we can connect through zoom call.
At Vinca Wealth we give unbiased advice based on thorough research. We can also explain you in detail why our advice is the best advice
We suggest Mutual Funds, Health Insurance, Life insurance, Equity Baskets, PMS and Fractional Real estate products
If you are a US or Canadian resident, then you have limited options. If you are a resident of any other country, you don’t have limitations.
We follow a goal-based exit procedure as we move towards the goal, we reduce the risk exposure gradually and make the goal safer. You won’t get short of funds even though the market crashes.
We do wealth management for HNIs without goal based planning if required.
We will do one-on-one review once a year. But, We monitor your portfolio all the time. We will call you as and when action is required
Long-term investors shouldn’t be concerned about short-term volatility in the market. If you take a time horizon of 5 years and roll it, the market always has given good positive returns.
We will add the chosen products to the cart and send the link to you. You’ll approve and pay the amount directly from your Bank account to the Fund house. Vinca Wealth will not be a part of this transaction.
No. We dont share the data of customers to any third party. Your data is fully secured.
All the investments will have nominees. Without Nominees KYCs will not be processed.