Started in 1995 in the name of Investment Point by Late Mr. V.P. Mittal, who had over 30 years’ experience in the financial market. Growing along the way, V-Serve was formed in 2006. With a legacy of over 25 years, V-Serve has evolved to become a reliable, prompt and efficient financial services distribution organisation. We are driven by our values – Integrity, Transparency, Passion and having a Client Oriented approach.
V-Serve offers technology-based services for its clients, effectively monitor their investments and help make their dreams a reality. We have a consistent track record of Managing Wealth over the years and this fact garners strength from the accolades we have received from various stakeholders.
Our Top Achievements
Awarded for Stellar performance – Star Club (Delhi Region) 2011-12 & 2014-15 by UTI Mutual Fund.
Futurist Award 2017 by DSP Blackrock Mutual Fund – Equity Net Sales Runner Up
Winner of Noble White Upper Crust Award 2016-17 by HDFC Mutual Fund.
CEO’s Elite Club Partner for FY 2010-11 – Reliance Mutual Fund
Certificate Of Excellence by Kotak Mutual Fund for outstanding contribution during FY 2012-13.
Recognised by Franklin Templeton for Outstanding contribution – Perspectives
Highest Overall AUM – IFA Channel in 2015 by Kotak Mutual Fund.
Our Values
Integrity
Doing the right thing
Transparency
Honest, Fair and Transparent Communication
Passion
We love our work which makes us go an extra mile
Client Oriented
Promote Goal Based Investing & Managing Risk