VUK Finvest has been a trusted financial advisory partner, demonstrating exceptional expertise and commitment over 25 years. What sets VUK Finvest apart is their personalized approach to portfolio management. They prudently tailor investment strategies to align with each client’s unique objectives, risk tolerance, and both short-term and long-term goals. Whether it’s structuring a client’s portfolio or maintaining a steady focus on their future needs, VUK Finvest provides sound, strategic direction to ensure successful financial outcomes.
Based on our interactions with Mr. Parag Shah, Mr. Umang Kapadia, and Mr. Dharmesh Kapadia of VUK Finvest, we find them to be highly skilled financial advisors with deep domain expertise and a strong commitment to providing exceptional financial guidance to their clients.
VUK team has built a platform that truly reflects trust and authenticity. Their commitment to transparency ensures that investors can confidently compare and select financial products, knowing they are receiving accurate and unbiased information.
The client-centric approach is evident in every aspect, from the user-friendly approach to the personalized support that guides customers through their financial decisions. Their focus on delivering value and meeting customer needs sets their business apart. By maintaining these high standards of service, they have been able to foster long-term relationships and create a reliable, trustworthy practice for financial solutions.
We have 3 generations of our family investing with VUK and it has been an extremely positive association.
Be it Mr. Parag Shah’s experienced guidance or Miloni’s approachability and expertise, it has helped us make sound choices over the years.
What we really appreciate is the time taken to understand each family’s financial needs without resorting to the ‘one size fits all’ approach. We’ve been guided about not just when to invest, but when not to invest too, and that makes all the difference.
We look forward to a lifetime association with them.
Onwards and upwards Team VUK, good luck!
I have been investing with Umang for over 20 years, and couldn’t be happier. I think their grasp of the market is very strong; and their diligence with regards to reports and general advice regarding changing trends, reallocation, taxes etc is excellent.
As an NRI investor investing in India, it can feel very daunting, but Umang and his team have been able to help with all the paperwork required and made it surprisingly smooth.
Also, the fact they’re always available at the end of the phone and are in a position to resolve any queries is invaluable.
VUK Finvest is a confluence of decades of experience, along with current market insights, a unique quality that enabled them to design the best possible investment strategy for me, keeping in mind my financial goals and risk appetite.
Their innovative tech tools and prompt service ensures prompt, secure and seamless communication.
Very happy with their service and results I would recommend VUK to all.
I have been associated with VUK Finvest from the start of my professional career which now spans over two and a half decades. During this period, they have instilled in me the concepts of long-term planning and goal-based investments. Happy to state that I have never been wanting for money whenever I’ve needed it at important lifestages.
I would definitely recommend you reach out to them for your future financial portfolio planning needs!
Best wishes
Kayzad Hiramanek
VUK Finvest has been a trusted financial advisory partner, demonstrating exceptional expertise and commitment over 25 years. What sets VUK Finvest apart is their personalized approach to portfolio management. They prudently tailor investment strategies to align with each client’s unique objectives, risk tolerance, and both short-term and long-term goals. Whether it’s structuring a client’s portfolio or maintaining a steady focus on their future needs, VUK Finvest provides sound, strategic direction to ensure successful financial outcomes.
Based on our interactions with Mr. Parag Shah, Mr. Umang Kapadia, and Mr. Dharmesh Kapadia of VUK Finvest, we find them to be highly skilled financial advisors with deep domain expertise and a strong commitment to providing exceptional financial guidance to their clients.
VUK team has built a platform that truly reflects trust and authenticity. Their commitment to transparency ensures that investors can confidently compare and select financial products, knowing they are receiving accurate and unbiased information.
The client-centric approach is evident in every aspect, from the user-friendly approach to the personalized support that guides customers through their financial decisions. Their focus on delivering value and meeting customer needs sets their business apart. By maintaining these high standards of service, they have been able to foster long-term relationships and create a reliable, trustworthy practice for financial solutions.
We have 3 generations of our family investing with VUK and it has been an extremely positive association.
Be it Mr. Parag Shah’s experienced guidance or Miloni’s approachability and expertise, it has helped us make sound choices over the years.
What we really appreciate is the time taken to understand each family’s financial needs without resorting to the ‘one size fits all’ approach. We’ve been guided about not just when to invest, but when not to invest too, and that makes all the difference.
We look forward to a lifetime association with them.
Onwards and upwards Team VUK, good luck!
I have been investing with Umang for over 20 years, and couldn’t be happier. I think their grasp of the market is very strong; and their diligence with regards to reports and general advice regarding changing trends, reallocation, taxes etc is excellent.
As an NRI investor investing in India, it can feel very daunting, but Umang and his team have been able to help with all the paperwork required and made it surprisingly smooth.
Also, the fact they’re always available at the end of the phone and are in a position to resolve any queries is invaluable.
VUK Finvest is a confluence of decades of experience, along with current market insights, a unique quality that enabled them to design the best possible investment strategy for me, keeping in mind my financial goals and risk appetite.
Their innovative tech tools and prompt service ensures prompt, secure and seamless communication.
Very happy with their service and results I would recommend VUK to all.
I have been associated with VUK Finvest from the start of my professional career which now spans over two and a half decades. During this period, they have instilled in me the concepts of long-term planning and goal-based investments. Happy to state that I have never been wanting for money whenever I’ve needed it at important lifestages.
I would definitely recommend you reach out to them for your future financial portfolio planning needs!
Best wishes
Kayzad Hiramanek
Active client location on 31/08/2024
My family’s entire investments are handled by Umang since the last 20 odd years. We have reached a point where we have full faith and trust in his knowledge & judgement. Under his guidance, our investment portfolio reached greater highs. He is conservative in the long run, but decisive to market opportunities. We further appreciate that he has become a friend, an advisor and guiding force in all my decisions in life.
Investing with Mr. Kapadia for the past two years has been nothing short of exceptional. The returns have been impressive, but what truly sets the team apart is their dedication. They’re always a step ahead—providing timely updates, proactive check-ins, and thoughtful insights that make investing feel effortless. Their professional expertise is matched by their user-friendly app, which is intuitive and a pleasure to use. It’s rare to find such a seamless blend of service, results, and experience. Highly recommended for anyone looking to invest with confidence!
I have known VUK Finvest for almost 2 years now and they have been managing my investments in what I feel is a very prudent manner. I was impressed by the experience they bring to the table and their attention to the detail, both of which were seen in their tactful use of different approaches in different cycles. I also appreciate the technology they use in delivering portfolio monitoring and. I highly recommend their services.
We have had an extremely fulfilling investment journey with the VUK Finvest team. They have helped design bespoke investment strategies for my family and I, taking into careful consideration each member’s life goals and risk appetite. They can always be counted upon for sound financial advice and are open to contrarian and diverse opinions.
Unlike most IFAs, VUK is not sales motivated. It is a refreshing change to deal with someone not motivated by selling products which does not necessarily meet my needs. Their proactive approach to financial services has already put me in a much stronger position. I have no problem in recommending him to my friends".
Past performance is no guarantee of future performance.
Investing involves risk. Some investments have more risk than others. The investment return and principal value will fluctuate and investor’s shares/units when sold may be worth more or less than the original cost. Fixed income investments are subject to interest rate risk, and their value will decline as interest rates rise. Asset allocation and diversification do not assure a profit or protect against loss in declining markets. There is no guarantee a Fund’s objectives will be achieved. The risks associated with each scheme of a mutual fund are explained more fully in each fund’s information documents i.e. Scheme Information Document (SID), Statement of Additional Information (SAI) and Key Information Memorandum (KIM). These are available online on the AMC websites or SEBI’s website.
Investment Products do not assure any returns and are not insured by any government agency, they may lose value, and are not a deposit of or guaranteed by any bank or any bank affiliate. Historic returns will be presented to investors on their insistence.
