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V Wealth

AMFI Registered Mutual Fund Distributor · ARN 359779

Your Journey to
Financial Peace
Starts Here

Disciplined investing. Goal-based planning. Smart risk management.
We hand-hold you every step of the way.

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NISM
Series V-A Certified
ARN
359779 Registered
8+
Services Offered
B30
Vellore Market Focus

Why Choose V Wealth

Wealth Management Built
on Three Pillars

🎯

Discipline

We build systematic, SIP-based investment habits that remove emotion from investing decisions and keep you consistent through market cycles.

📈

Growth

Goal-based portfolio construction aligned to your life milestones — retirement, education, travel — maximising real returns over time.

☮️

Peace

Comprehensive financial fitness across investments, insurance and tax planning so you can live fully without worrying about tomorrow.

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"Peaceful life should be the Ultimatum. Money is not the only thing which brings peace, but Money is also one of the important things which brings Peace."

We at V Wealth hand-hold our clients and make sure to tick all the boxes for financial fitness — to achieve their dreams and goals and lead them to their Peaceful life Financially.

NK
K. Navin Kumar
V Wealth

AMFI Registered MFD

ARN – 359779
🎓 MBA (Finance) — VIT University
📜 PGDFM — Post Graduate Diploma in Financial Management
✅ NISM Series V-A Certified

My Story

Driven by a deep interest in personal finance and wealth creation, I pursued an MBA in Finance and became a Certified Mutual Fund Distributor (NISM Series V-A).

Today, I help individuals and families in Vellore and beyond build long-term wealth through disciplined investing, goal-based financial planning, and smart risk management.

I believe that every family deserves access to quality financial guidance — not just the wealthy. My mission at V Wealth is to bring structured, trustworthy financial planning to every household, helping them achieve the one thing that truly matters: Peace of Mind.

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Client First

Your goals drive every recommendation

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Transparency

No hidden charges, no surprises

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Education

We empower you to understand your money

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SIP Investments

Build wealth steadily through disciplined monthly investments. Harness compounding and rupee cost averaging to grow your corpus systematically.

SIP Calculator →
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Lump Sum Investment

Make the most of windfalls, bonuses or savings by deploying lump sum amounts into carefully selected mutual funds for maximum growth.

Calculate Returns →
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ELSS Tax Saving

Save up to ₹1.5 lakh under Section 80C while growing your wealth. Equity Linked Saving Schemes combine tax benefits with market-linked returns.

Talk to Us →
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Retirement Planning

Plan your golden years today. We help you estimate the corpus needed and build a roadmap to ensure financial independence post-retirement.

Plan Retirement →
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Child Education Planning

Your child's dreams deserve the best foundation. We plan ahead for rising education costs with goal-specific investments and SIPs.

Education Calculator →
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Vacation Planning

Your dream trip shouldn't wait. Whether domestic or international, we help you systematically save and invest towards your travel goals.

Plan a Trip Fund →
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Insurance Planning

Protect what you've built. We assess your life and health insurance needs to ensure adequate coverage for your family's long-term security.

Term Calculator →
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Tax Planning

Beyond 80C — we help you legally minimise your tax outgo through smart deductions, indexation benefits, and tax-efficient investment structures.

Get Advice →

SIP Calculator

₹500₹1,00,000
6%20%
1 Yr40 Yrs

📈 SIP Projection

Monthly SIP₹5,000
Total Invested₹6,00,000
Wealth Gained
Maturity Value

* Indicative only. Mutual fund returns are subject to market risks. Past performance is not indicative of future results.

Lump Sum Calculator

₹10K₹50L
6%20%
1 Yr30 Yrs

💰 Lump Sum Projection

Principal Invested
Wealth Gained
Maturity Value

* Indicative only. Mutual fund returns are subject to market risks.

Goal Planning Calculator

₹1L₹5Cr
1 Yr30 Yrs
6%20%

🎯 Monthly SIP Required

Target Amount
Investment Period
Monthly SIP Needed

* Start a SIP today to reach your goal systematically.

Child Education Planner

0 Yrs15 Yrs
₹5L₹1Cr
5%12%

🎓 Education Fund Plan

Years to Plan
Future Cost of Education
Monthly SIP Needed (12% p.a.)

* Education costs rise faster than general inflation. Start early to reduce monthly burden significantly.

Term Insurance Need Calculator

₹2L₹50L
5 Yrs40 Yrs
₹0₹1Cr

🛡️ Recommended Coverage

Income Replacement (10x)
Liabilities Cover
Recommended Sum Assured

* Simplified estimate. Actual needs depend on lifestyle, dependants, and existing coverage. Contact us for a detailed analysis.

Let's Start Your
Wealth Journey

Have questions about investing? Want a free financial health check? Reach out — we'll get back to you promptly.

Send a Message