At VUK Finvest, we think differently about money management. Because as much as fund houses and asset managers would like our business to be all about the numbers – it’s not.
It’s about much more. It’s about investors. It’s about guidance. It’s about relationships, confidence, and trust.
That’s why our approach is something we call human-centric investing.
Human-centric investing seeks to understand the relationships between investors and their money – and then creates solutions designed to best serve those investors and their mindsets.
The aim is in always helping investors better realize their true-life goals.
As of August 31, 2024, VUK Finvest’s distribution business had ~ Rs. 365 crore in assets under management.
Our product line-up includes schemes from more than 40+ mutual funds in a variety of styles and asset classes.
No matter the asset class or type of fund, VUK Finvest will always strive to meet or exceed traditional industry benchmarks, but through human-centric investing, we strive to also raise the bar on performance and make it mean more than numbers alone.
Because at VUK Finvest…
Our benchmark is the investor.
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.