Visions into Reality
Comprehensive Financial Planning & Consulting
Leading Edge Holistic Solutions as an MFD
Mutual Funds
A diversified portfolio of stocks, bonds, or other securities to achieve specific financial goals.
Capital Market
Capital Market is a long term both primary (new securities) and secondary (existing securities) markets.
Fixed Income
This instrument offers steady returns with lower risk compared to equity funds.
Portfolio Management Services
A portfolio manager creates and manages a personalized portfolio of stocks, bonds, and other assets for HNIs.
Real Estate
Real Estate Investment Trusts (REITs) are companies that own, operate, or finance income-producing real estate across various sectors.
Insurance
Provides financial security by covering unexpected risks, such as accidents, illnesses, or natural disasters, reducing the impact of financial losses.
About us
Empowering You To Build Wealth Wisely
Motilal Otswal
With 30 years of experience, our Motilal Oswal franchise manages ₹300 crores in AUM across private equity, unlisted shares, PMS, and model portfolios, leveraging the expertise of MOFSL.
NJ E-wealth
As NJ sub-brokers since 2006, we have ranked among the top 10 mutual fund distributors in India for 15 years, specializing in mutual funds, portfolio management services (PMS), and structured products.
AUM
Families
Years of experience
Key Strategies for Effective Asset Allocation: Ensuring Your Financial Success
Understanding Client Profile & Networth
When a client approaches us, we begin by assessing their net worth and categorizing their existing assets and liabilities.
Understanding & Planning goals, Asset allocation
Once we have a comprehensive overview, we analyze the client's cash flow based on their requirements and the timeframe of their goals.
SWP after retirement
We also manage clients’ cash flow to ensure their investments support them in retirement, factoring in inflation, lifestyle changes, interest rates, and prior asset allocation.
We have all the mutual fund schemes on offer by virtually all the Asset Management Companies (AMCs) in the country. As a client, you can access any scheme with us, either in physical mode or even in a demat /stock-exchange mode with Trading Account services
- 360 Degree Financial Assessment
- Insurance Assessment
- Retirement Assessment
- Tax Assessment
- Child Future Assessment
- NRI Investments
How We Started
Client Stories
Achieving Financial Goals Together
"Vishwas Deshpande Advisory Services Pvt Ltd has been rendering excellent & trustworthy services to me and I have no hesitation in recommending them to Investors. Customer service is their forte."
Ex HR head from Asian paints
"I find VDAS is highly professional & Most important is understanding client needs and addressing it properly. Staff is very good & helpful in addressing our problems in time. Lastly & important Right advise to suit my requirements. We wish them all the best!!!"
Director sales, BNP securities
"Vishwas Deshpande Advisory Services Pvt Ltd Provided right solution to my Financial needs bearing in mind my objectives and approach towards risk. The personal and attentive attention they provide to clients is unmatched."
Consultant, Tata Consultancy Services
"VDAS has help me realize not only my short term or immediate goals but also secure my future well. I get a good night's sleep, knowing that my investments are growing well to secure my future. I have planned my whole families future with VDAS. That is the kind of trust I have with them.."
Senior Manager, Capgemini
Frequently Asked Question
Finance Consulting: What You Need to Know
What is SWP?
How can I systematically manage my home loan?
How much should a young investor invest?
40-30-20 -> young generation
Tax liability on MF & stocks
Tax slab -> Debt
We also help in tax planning
How much insurance do I need?
What is passive vs active style of investing?
USA is emerged/developed therefore passive investing.
Do you guide investments for NRI?
Our Blog
Finance Insights, Updates and Trends
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