Retirement planning & mutual fund investing in Bengaluru Are you on track for Financial Freedom?

We offer one-to-one consultation to maintain an equilibrium before investing your money. Our Wealth Managers acknowledge your financial goals and recommend investments that suit your goals, time horizon and risk profile.

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 named 'Vinca Wealth' on the Google Play Store and 'Fund Connect' on the Apple App Store. You can use it to track your investments.

Yes, we do one-on-one meetings at our registered office in Bangalore or at a place of your choice in Bangalore. If you are outside Bangalore, we can connect on a Zoom call.

Every recommendation we make is backed by research, and we explain the reasoning behind it in plain language, including the risks and costs, so you can make an informed decision. As an AMFI registered mutual fund distributor, we are paid commission by fund houses, and we disclose this upfront.

We suggest mutual funds, health insurance, life insurance, equity baskets and PMS.

If you are a US or Canadian resident, you have limited options. If you are a resident of any other country, you don't have these limitations.

No investment can guarantee a goal, but we plan carefully to improve your chances. As your goal date approaches, we follow a goal-based exit approach: we gradually move money from equity to lower-risk options, so a market fall close to your goal has less impact on the amount you need.

Yes. For HNIs, we also manage wealth without goal-based planning if required.

We do a one-on-one review with you once a year, and we keep track of your portfolio in between. We'll contact you when we think a change is needed.

Short-term market falls are a normal part of equity investing. Historically, equity markets in India have recovered from falls over longer periods, though past performance does not guarantee future returns. That's why we match your investments to your time horizon and review your portfolio regularly, rather than reacting to short-term movements.

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 don't share your data with any third party except where required to process your investments or by law. We take reasonable steps to keep your data safe.

All investments will have nominees. KYC will not be processed without nominees.