About the Firm
Managing the portfolios and creating the wealth for the client is the Moto, Objective and Passion.
Vinithaa Portfolio’s mission is to
- Investment Planing
- Tax Planing
- Mutual Fund
- Loan
- Insurance
- LIC
Vinithaa Portfolio’s mission is to
- Manage and Create wealth and value of their money
- Responding to the fast changing finance sector and educate the clients accordingly.
- Achieve complete customer satisfaction
- Improve our services continuously
Vinithaa Portfolio specializes in
- Investment Planning
- Tax Planning with Aditya Birla Sunlife,LIC and PNB Metlife
- Mutual Funds, ELSS, SIP, Debt and Equity
- Loan Against Securities/ Home Loan
- General Insurance and Motor Insurance (Apollo Munich, Max Bupa, Birla Health Insurance, Tata AIG, HDFC Ergo, Reliance Future Generally and Bajaj General Insurance)
Company Partners
- Bhuvan Garg
- Kriitika Garg
- Vinita Garg
