Personalized, Unbiased Wealth Management and Investment Services.
Decisions for life made simple with Smart Technology
Why VKD Wealth
VKD wealth believe that by providing a personalized and consistent service experience, we ensure long relationships with our clients. Renowned for our unbiased service, VKD wealth currently guides many individuals and companies to accomplish their financial goals.
Who We Are
VKD Wealth is a Mutualfund Distributor company, providing a personalized & consistent service experience, ensuring long relationships with the clients.
VKD wealth is a mutual fund distribution company with an extremely strong focus on client relationship.
VKD wealth believe that by providing a personalized and consistent service experience, we ensure long relationships with our clients
Renowned for our unbiased services, VKD wealth currently guides many individuals and companies to accomplish their financial goals.
Products
| SIF | MF | PMS | AIF* | |
|---|---|---|---|---|
| Minimum Investment |
₹10 lakh (across strategies) |
₹100 | ₹50 lakh | ₹1 crore |
| Taxation at Investor Level |
Equity – LTCG 12.5% (12m) Debt – Slab rate Other – LTCG @ 12.5% (after 24m) |
Equity – LTCG 12.5% (12m) Debt – Slab rate Other – LTCG @ 12.5% (after 24m) |
Taxed in the hands of investor at each transaction level. | Nil |
| Taxation at Fund Level | Nil as per Section 10 (23D) | Nil as per Section 10 (23D) | Nil | @ MMR of 39%* |
| Leverage & Derivatives |
No leverage permitted. Short exposure through unhedged derivative up to 25% + derivatives for hedging & rebalancing. |
No leverage permitted. Derivatives only for hedging & rebalancing. |
No leverage permitted. Derivatives only for hedging & rebalancing. |
Leverage permitted with gross exposure up to 200% |
Secure Platform
We use the latest security protocols along with bank-grade security to keep your data safe
Secure Platform
We use the latest security protocols along with bank-grade security to keep your data safe
Secure Platform
We use the latest security protocols along with bank-grade security to keep your data safe
Secure Platform
We use the latest security protocols along with bank-grade security to keep your data safe
Secure Platform
We use the latest security protocols along with bank-grade security to keep your data safe
Secure Platform
We use the latest security protocols along with bank-grade security to keep your data safe
Secure Platform
We use the latest security protocols along with bank-grade security to keep your data safe
4 Easy Steps
to get you Started
VKD wealth believe that by providing a personalized and consistent service experience, we ensure long relationships with our clients. Renowned for our unbiased advice, VKD wealth currently guides many individuals and companies to accomplish their financial goals. VKD wealth sees it as an opportunity to transform their lives through financial planning.
Activate your account
Input your financial data
Get an unbiased report from our experts
Execute your plan
What Our Clients Saying ?
Mutual Fund Partners
