OUR SERVICES
INVESTMENTS
Equity
- Mutual Funds
- International FOFs
- Portfolio Management Services (PMS) #
- Alternative Investment Funds (AIF) #
Structured Products #
Fixed Income
- Mutual Funds
- Debt PMS
- Bonds #
# Referral Services
CORPORATE ADVISORY
Your strategic partner for seamless treasury management.
We empower your business by:
- Optimizing cash flow, risk, and liquidity
- Crafting investment mandates aligned with your vision
- Restructuring portfolios for maximum efficiency
ESTATE PLANNING
Secure your legacy. Protect your loved ones.
We assist you with:
- Wills and trust creation for peace of mind
- Succession planning that honors your wishes
- Clear, comprehensive estate advisory
FAMILY OFFICE SERVICES
One trusted contact for your entire financial universe.
- Accounting & taxation
- Legal advisory & regulatory compliance
- Business restructuring & succession planning
- Integrated estate planning
INSURANCE
Prepare confidently for life’s uncertainties.
Our solutions cover:
- Term Insurance
- Retirement & Pension Plan
- Comprehensive Health Insurance Plans
- All kinds of General Insurance
SPECIAL NEEDS PLANNING
Tailored care for your family’s unique journey. From wills to trusts and guardianship, we help safeguard your child’s future.
- Trust Formulation
- Drafting of will
- Long-Term Care Financial Planning
We guide a wide and diverse range of individuals and entities, including: Salaried Individuals, Self-Employed Individuals & Business Owner, Retirees, Non-Resident Indians (NRIs), Women Investors, Mid-sized Companies. We work best with those who value a disciplined approach, appreciate clarity, exercise patience for the long term, and are committed to building a lasting relationship with us.
For mutual fund investments, you do not pay us fee.
Our compensation comes in the form of commissions we receive from AMCs. This is how we keep the entry cost for this service at Zero for you. This is not a deterrent towards providing you with Unbiased services, “For Us our clients interest lies above Us”
For other services beyond mutual funds, the applicable fees and charges will be clearly discussed and agreed upon with you beforehand.
We are committed to providing pure, sound guidance based on deep research, not speculation. What we strictly don’t do is:
We don’t try to guess short-term market moves- no one can, and we don’t pretend to nor do we chase market Fads.
We firmly believe there are no get-rich-quick schemes only disciplined, long-term wealth creation.
We will never pressure or chase you to make an investment or push a product. Consider us as financial doctors we are here when you need us the most.
Yes, we absolutely do. Our services are not restricted by geography, and we actively manage and advise clients residing both across India and internationally. We are just a call away!
Disclaimer:
Mutual Fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing. Past performance is not indicative of future returns. Please consider your specific investment requirements before choosing a fund, or designing a portfolio that suits your needs. APV Financial makes no warranties or representations, express or implied, on products offered through the platform. It accepts no liabilities for any damages or losses, however caused, in connection with the use of, or on the reliance of its product or related services. Terms and conditions of the website are applicable.