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About Us

About the Firm
Managing the portfolios and creating the wealth for the client is the Moto, Objective and Passion.

Vinithaa Portfolio’s mission is to

  • Investment Planing
  • Tax Planing
  • Mutual Fund
  • Loan
  • Insurance
  • LIC

Vinithaa Portfolio’s mission is to

  • Manage and Create wealth and value of their money
  • Responding to the fast changing finance sector and educate the clients accordingly.
  • Achieve complete customer satisfaction
  • Improve our services continuously

Vinithaa Portfolio specializes in

  • Investment Planning
  • Tax Planning with Aditya Birla Sunlife,LIC and PNB Metlife
  • Mutual Funds, ELSS, SIP, Debt and Equity
  • Loan Against Securities/ Home Loan
  • General Insurance and Motor Insurance (Apollo Munich, Max Bupa, Birla Health Insurance, Tata AIG, HDFC Ergo, Reliance Future Generally and Bajaj General Insurance)

Company Partners

  • Bhuvan Garg
  • Kriitika Garg
  • Vinita Garg