About Us

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WELCOME TO VSET WEALTH PRIVATE LIMITED

We as VSET WEALTH PRIVATE LIMITED incorporated in the year 2019 and at present having 800+ satisfied clients. We will help clients to achieve their Financial goals with effective and smart investment bucket. We are certified Wealth Manager, Mutual Fund and Insurance consultants recognized by the NSE National Stock Exchange, AMFI (Association of Mutual Fund of India). We offer comprehensive financial distribution services, having highly qualified and experienced team to identify need based suitable product. We use our complete knowledge of insurance, tax laws, and mutual fund investments in order to deliver investment options to the clients, as per their long-term and short-term goals. Our core purpose is to provide fast track financial products & thereby make people enjoy a secured retirement life.

Why Us

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Vision

Our Vision is to provide you with the most ideal solutions in wealth building for your overall financial well-being.

02

Process

We practice a client focussed, need-based, process oriented approach and rather than a product focussed and sales oriented approach.

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Delivery

We believe in building long-term relationship with you and be present to see you when you achieve your financial responsibilities & needs in life.

Why Choose Us?

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Why should we be your financial product distributors? This is a very relevant question to ask us. And given below is our answer...

Client Centric Approach:
All our offerings are designed keeping you in mind. Your long-term interests serve as the 'primary' influencing factor in our recommendation process.

Rich Product Basket:
We offer a single point access to multiple financial products with a holistic need-driven approach & not product centric approach.

Focus on Customer gratification:
We come equipped with the right attitude, people, processes and technology to ensure higher levels of satisfaction and service quality. In transactions, we work systematically to find & ensure quick resolution of any queries or complaints.

Value Added Services:
Our Services ensure comfort, convenience, confidence and control to you in managing your wealth. You would enjoy being always updated of your investments, anytime, anywhere.

Right Experience & Skills:
We have over 22 years of experience in financial products distribution space. Our experience, qualifications & skills enable us to understand you and your needs, and then offer you the right strategies & solutions to achieve your goals.

Driven by Passion:
Serving clients is our passion and the reason why we are in the business. Nothing excites us more than helping our clients achieve their financial goals and dreams in life.

Our Achievement

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Clients
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Crores of AUM
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Years of Experience
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Awards

Our Team

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Mr. Harish Chandra Kalra

Managing Director

Mr. Harish Chandra Kalra is the Managing Director for VSET WEALTH PRIVATE LIMITED. Founder of VSET WEALTH PRIVATE LIMITED, he has over 22 years of rich experience in the financial services industry. He is MCOM & PG Diploma in Management by education, Mr Harish Chandra Kalra is known for his deep understanding of the distribution practices and its challenges.

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Mr. Somnath Kalra

Director

Mr. Harish Chandra Kalra is the Managing Director for VSET WEALTH PRIVATE LIMITED. Founder of VSET WEALTH PRIVATE LIMITED, he has over 22 years of rich experience in the financial services industry. He is MCOM & PG Diploma in Management by education, Mr Harish Chandra Kalra is known for his deep understanding of the distribution practices and its challenges.

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Mr Ramakant Pathak

Managing Director

Mr. Harish Chandra Kalra is the Managing Director for VSET WEALTH PRIVATE LIMITED. Founder of VSET WEALTH PRIVATE LIMITED, he has over 22 years of rich experience in the financial services industry. He is MCOM & PG Diploma in Management by education, Mr Harish Chandra Kalra is known for his deep understanding of the distribution practices and its challenges.

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At, VSET WEALTH PRIVATE LIMITED our mission is to provide our clients with the best services in wealth creation and wealth management. We are driven to provide clients with simple, unbiased and uncluttered professional tools that adds value to their quality of life and results in actionable outcomes.

Contact Us

VSET WEALTH PRIVATE LIMITED
AMFI Registered Mutual Fund Distributor

Office Address:
17 BALAJI NAGAR,
NEAR KHEDAPATI MANDIR,
NARELA SHANKARI
BHOPAL - 462022, M P.
Call us at 7047398000 & 9826129952