About Us
Asset Value, established in 2019 under the leadership of industry luminary Mr. I V N Reddy, swiftly rose to prominence in the financial services sector as a leading mutual fund distribution firm. With Mr. Reddy's wealth of experience driving its trajectory, the company boasts an impressive Assets Under Management (AUM) of 150 crores, serving a diverse clientele of more than 100 including corporates and high-net-worth individuals (HNIs).
Recognized for its discerning investment solutions, Asset Value has carved a niche as the preferred choice for prudent financial guidance. Beyond its substantial AUM, the firm attributes its success to a seasoned team that plays a pivotal role in delivering exceptional service and fostering enduring client relationships. Asset Value's journey signifies a commitment not only to financial growth but also to maintaining an unmatched standard of expertise and reliability in the industry.
Four Step Approach For Wealth Management And Planning
Discovery
Gather comprehensive financial data, understand goals, values, and risk tolerance to lay the groundwork for tailored wealth management.
Education
Inform clients about investment options, risk factors, and financial strategies to empower informed decision-making.
Recommendation
Recommendation-Craft personalized financial strategies and investment plans based on the gathered data and client goals.
Active Management
Implement, monitor, and adapt the devised financial plan regularly to optimize and align with evolving financial goals and market changes.
Why Asset Value
Customized Investment Solutions
User Friendly platforms
Digitalized Transactions, Streamlined Onboarding
Regular Market Updates
Consistent Portfolio Evaluations
Diversified Asset Allocation Strategies
Web and Mobile fingertip access
Persistent Colloboration
Exceptional Client Engagement
