I have known Vivek for more than a decade and I am happy to state that I am one of his first clients. He has managed my limited wealth prudently and he has always been available for inputs and critiquing. I have seen him grow his business through strong referrals including mine and also by expanding his range of services. He has been investing in technology and people continuously. His hallmark has been to never compromise on service while his list of clients were growing. He has very strong values which develops trust, which is so important in the business that he is in. I am happy with his advice and management and I am also happy seeing him grow into a successful entrepreneur.
If you are looking for sound individualised advice suiting your risk file, look no further than VR Wealth Advisors.
Executive Director – Listed Manufacturing Company
I started interaction with Vivek and his team since July-14 for goal setting and financial planning to achieve set goals at personal level. Vivek’s advise is completely based on thorough understanding of the clients needs(spoken/unspoken) and convert these into financial goals post lot of deliberations/discussions, also with family members. He invests lot of time in market research, planning, challenging assumptions of clients and supporting them to articulate very structured time bond goals. He is very systematic and methodological while executing decided action plans thro’ periodic review and discussions. His monthly news bulletin is very informative. Overall I am very happy with the service & customer orienation approach and personally benefited from his advise. Vivek is also putting dedicated efforts for team development, best wishes to Vivek and his team.
Senior Vice President – Listed Manufacturing Company
I could find in Vivek a string responsiveness towards Service Related Issues. This is one point I would always want to find in a company providing Financial Services
Commerical Director – Listed Pharma Company
One big factor that works for VR Wealth is trustability..(though this might be table stakes for financial advisory services, it’s hard to find)…VR Wealth has earned our extreme trust over the years.
Sales Head – Listed FMCG Company
High quality and responsive set up..completely reliable.
Senior Partner – Legal firm
Vivek Rege is extremely professional and systematic in his approach. His expertise and willingness to understand priorities of clients makes him a great consultant. His team includes proactive and professional members who made the entire process extremely swift. Getting such personalised service to manage portfolio especially when you are not based in India wouldn’t have been possible without them.
We are glad to have consulted VRWA and looking forward to our long term association with them. “
Couple – Husband : Senior Medical Director – Oncology (Emerging Asia) & Spouse : Senior Pharmacologist