Vintage Finvest Services Pvt. Ltd. is a financial services firm and a family office. Our principals are stalwarts of the financial services industry with a collective experience of over seventy-five years. Our clients include high net-worth individuals, business families, senior bureaucrats, CxOs, academicians, and corporate treasuries.
We have built Vintage Finvest around a "client first" approach. At Vintage Finvest, the interest of clients comes first always and every time. With this simple philosophy in mind, we have nurtured a capable team of support staff that forms the backbone of our company.
At Vintage, every client is unique, and every relationship is important. If you choose Vintage Finvest to help you with your financial needs, we promise you a happy and long term relationship. With us, you can expect a continuity of relationship. In other words, your relationship manager will not change every other year. We are steadfast in our commitment towards our clients and transparent in our approach. We only do what is best for you.
We offer a wide range of financial and home-office services. Investment planning and multi-generational wealth management are our capstone services. We are one of the oldest mutual fund brokers in India. Personal tax planning, liability planning, estate planning, and treasury management other services offered by us. We also provide corporate insurance brokerage and stock brokerage services. With Vintage by your side, you do not need to look elsewhere for your financial services needs.
Vintage has a dedicated in-house research team. This team is responsible for keeping a close eye on portfolios. It also maintains a "white list" of investment-worthy mutual funds and other investment opportunities. The separation of concerns between the sales team and the research team ensures that our service offerings are independent of personal biases. The experience of our principals complements the research team. Our research team remains at the top of things by regularly interacting with fund houses and portfolio managers.
Our customer support team is friendly, proactive, and is always eager to help you. The customer service team is responsible for providing the last mile of support to our customers. Our customer support team is process-driven. We have painstakingly improved our customer service processes over two decades, which has made us very easy to work with. Our customer service team will ensure that you never have to pick up your phone or write us an email. In rare cases where you do, we work hard to delight you.