Value Plus - The Family Office

www.valueplusinv.com

Adhering to the Family Office concept, Value Plus provides Wealth Management, Risk Management and Project Funding, there by serving affluent families and entrepreneurs. The necessity to manage unique requirements of the rich families, including wealth management, estate, tax, investment, retirement, and legacy planning, risk and liability management, business succession strategies, etc. is on the upswing, especially amidst rapid changes in economy and unpredictable scenario in markets. This emerging need forms the basis of Family Office concept. Value Plus Investment Advisors Pvt. Ltd. is a Family Office, based in Baroda, with presence at Ahmedabad, Surat, Bhavnagar, Jamnagar and LA, USA. With diverse experience of 33 years, Value Plus has catered to more than 5000 clients, including, HNIs, Ultra HNIs, Industrialists, Business Houses, etc. It has expert team of CAs, MBAs, CFPs and CFAs, all eager and ready to offer services of quality and value. The successful journey has been the result of consistent hard work and sharing of expertise to evolve a fruitful association with its patrons. Keeping in mind the complexity of managing wealth, Value Plus team engages itself into an art of serving, unaffected by product-driven profession. Apart from providing practiced services, we also issue Lifeline – a monthly newsletter and e-newsletter encompassing research, articles, analyses, updates with respect to economy, lifestyle, etc.

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Adhering to the Family Office concept, Value Plus provides Wealth Management, Risk Management and Project Funding, there by serving affluent families and entrepreneurs. The necessity to manage unique requirements of the rich families, including wealth management, estate, tax, investment, retirement, and legacy planning, risk and liability management, business succession strategies, etc. is on the upswing, especially amidst rapid changes in economy and unpredictable scenario in markets. This emerging need forms the basis of Family Office concept. Value Plus Investment Advisors Pvt. Ltd. is a Family Office, based in Baroda, with presence at Ahmedabad, Surat, Bhavnagar, Jamnagar and LA, USA. With diverse experience of 33 years, Value Plus has catered to more than 5000 clients, including, HNIs, Ultra HNIs, Industrialists, Business Houses, etc. It has expert team of CAs, MBAs, CFPs and CFAs, all eager and ready to offer services of quality and value. The successful journey has been the result of consistent hard work and sharing of expertise to evolve a fruitful association with its patrons. Keeping in mind the complexity of managing wealth, Value Plus team engages itself into an art of serving, unaffected by product-driven profession. Apart from providing practiced services, we also issue Lifeline – a monthly newsletter and e-newsletter encompassing research, articles, analyses, updates with respect to economy, lifestyle, etc.

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Country

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City (Headquarters)

Jalalpore

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Employees

11-50

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Founded

1979

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Estimated Revenue

$1,000,000 to $5,000,000

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Social

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Potential Decision Makers

  • Chief Executive Officer

    Email ****** @****.com
    Phone (***) ****-****

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