Professional Wealth Management with Zero Minimums
Financial Consultation
-
On-demand financial consultation
-
Valmo Financial Health Score (V-FHS), covering asset allocation, portfolio management and insurance
-
24 X 7 AI agent support
Portfolio Management
-
Personalised mutual fund portfolios basis your goal and risk profile
-
Real time tracking and prompt rebalancing.
-
Proprietary algorithms leveraging AI and ML models with proven results
Insurance
-
Identify and cover all your insurance needs
-
Partnership with all major insurance companies within India
-
Expert counselling available to simplify your understanding
We make your financial management journey stress-free, so that you can focus on what is important to you - family, life and career!!
Our Guiding Principles
Personalisation
Automation
Each person is unique with different goals and risk profile. Personalised plans are a must when it comes to financial management.
Leverage mathematical AI / ML models to generate financial recommendations and enable prompt executions -- avoid human emotional biases.
Discipline
Consistency is key in financial success. Avoid impulsive and FOMO driven decisions and follow a structured approach.
Trust & Security
Regulated services ensuring transparency and safeguarding your data. Your privacy is our top priority. Trust us for a secure financial journey.
Real-time, prompt and bias-free personalised financial recommendations - your personal financial partner available 24 X 7!!