Zvest Financial Services
Financial ServicesView the employees at
Zvest Financial Services-
Megha Malpani, CFA Partner at Zvest Financial Services LLP
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Rising Star
Anuj Arora Co-Founder & Managing Partner at Zvest Financial Services LLP-
Bengaluru, Karnataka, India
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Rising Star
Mukesh Kumar Investigator at Zvest Financial Services-
Bengaluru, Karnataka, India
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Rising Star
Harsh Kumar, CFA Co-Founder & Managing Partner at Zvest Financial Services LLP. Author - Suicide Note of The Father of Punjab-
Rising Star
Overview
The idea of Zvest Financial Services LLP was conceived when we realised the fact that every client is unique and has specific goals and requirements that change constantly. Just like individuals, markets react not only to macroeconomic factors and financial health of the companies but also to geo-political and social factors. The clients prefer a one stop solution for integrating their financial needs viz. investments; wealth transfer; taxation and legal advisory; life style, philanthropic and geriatric requirements, which can cater to their needs with maximum flexibility. We desire to offer complete family office solutions and keep versatility with times by designing customised portfolios, which have a mix of both dynamic asset allocation and core-satellite approach, and use technology as a key differentiator.
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