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VB ABUNDANCE

FINANCIAL ADVISORY SERVICES

VISION YOY MISSION

Empower Individuals and To Deliver Exceptional


Families to achieve financial Wealth Management services
stability, growth & tailored to each clients unique
Abundance. financial Situation and Goals.
OUR SERVICES & PRODUCTS
VB ABUNDANCE – ABOUT OUR COMPANY
Who Are we? Milestones Our USP

2 Decades of Experience 1000+ Clients 3 Stages of Plan to Profit


BGM System

Qualified Experts(Certified) 250+ Claims Settled 6 Step Process of Plan to


Profit BGM System

Un-Biased Approach 50+ MSME / SME / Scientific Approach (Risk


(Multiple Companies) Corporate Clients Profile, Budgeting, IPS…)

Professional Team Aum (Asset Under Fully Managed


Management ) 5.12+ crore Implementation

In House CRM Team 150+ Pos Associated Customized Solutions


RISK MANAGEMENT
CAUSE OF DEATH TREATMENT COST

INDIVIDUAL POLICY, KEYMAN POLICY, MWPA, HUF, EMPLOYER – EMPLOYEE,


PARTNERSHIP INSURANCE
FINANCIAL MANAGEMENT
BUDGETING RISK PROFILLIER
FINANCIAL MANAGEMENT

IPS
(INVESTMENT POLICY STATEMENT)
CLIENTS
WE CAN CONNECT YOU CAN CONNECT
• Quadra System
• IT professional
• Bethel Hospital
• Tamilnadu electronics technicians • MSME entrepreneurs
association (teta) • Proprietorship
• Rnd softech
• Cape electric pvt lmt
• partnership companies
• Energy controls • HR managers
• Infinite signage & fixtures india private
limited
• Sripriya constructions
• Doctors
• IT Professionals
THANK YOU!
You can reach

VB Abundance - Financial Advisory Services


Vivekananddan AS

Professional Financial Planner

Website Link: https://vbabundance.com/

Phone No: 9943018682

Email: vbabundance1@gmail.com

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