About VALUE ASSET

Value Asset Services is founded by S Govindarajan and has been associated with Financial Products Distribution Services for more than a decade. Value Asset Services provides Investment & Educational Services for Mutual Funds, Insurance, Bonds, FDs, Loans and much more.

S Govindarajan is one of the leading Wealth Creation Professionals and has over a decade's experience in the industry. He constantly re-invents and keeps himself abreast with the latest industry updates by attending trainings, conferences, seminars, webinars, etc.

How We Help → Our Mission

Founder

S Govindarajan

Leading Wealth Creation Professional

S Govindarajan has completed NISM-5A (AMFI) & Investment Advisor Levels-1 & 2 from NISM as per SEBI guidelines; CFGP & AFGP from AAFM India; and is also Licenced by IRDA for Insurance among others specified by the regulators to conduct the business.

We, as a team, bring in a wealth of experience in dealing with financial products from various asset classes and services.

NISM-5A (AMFI) Investment Advisor L1 & L2 CFGP & AFGP IRDA Licensed

Our Philosophy

What We Believe

We strongly believe that financial planning is not just about saving money but encompasses the whole process of spending, saving and investing in order to make present — "happy" and the future — "secure".

Financial Planning

Financial Planning is a comprehensive road map to achieve your financial goals, reduce your financial risk and achieve financial freedom over time through proper asset allocation, investment in right products, and continuous monitoring.

We believe that Financial Planning is the process of meeting an individual's life goals with the available resources in the best possible manner.

Our Outlook

Our outlook is pragmatic in the short run and visionary in the long run ensuring that — not only are our clients being benefited today, but their families are also secured even after them. The undaunted passion ensures that we bring a smile on the client's face by making every penny count.

At present, we serve Individuals, NRIs & small corporates.

How We Help You

We provide comprehensive financial guidance across every stage of your journey — from goal discovery to portfolio monitoring.

Discover Your Financial Goals

We help you discover your financial goals and priorities which are not clear to most of us. We also help you deal with your emotional biases while determining your financial goals.

Understand Your Time Horizons

We spend time with you and understand your long-term and short-term financial goals. This includes Estate planning, Retirement planning, children's education and marriage, vacations, buying a home or car among others.

Evaluate Risk & Build Plan

We evaluate and understand your risk taking abilities and help you build a comprehensive financial plan. We also consider the need of emergency funds and evaluate your current investments.

Protection & Asset Allocation

We advise on protection instruments like Life Insurance, Health Insurance, etc. We help determine asset allocation among equity, debt, real-estate, gold, FDs based on your risk profile and goals.

Periodic Review & Monitoring

We conduct periodic reviews of the portfolio to understand what is working and what is not and take remedial actions. We suggest changes based on risk/return and market conditions.

Financial Freedom

We ultimately help you in reaching a place where you don't work for money but the money is working for you. And you are free to chase your dreams.

Why Customers Trust Us

Trust is the foundation of our relationships. Here's what sets us apart.

Honest Recommendations

We always give honest suggestions & recommendations which are best for you. We are not influenced by product sales.

Long-Term Relationships

We believe in developing a long-term relationship with the client and growing with our customers. We don't mis-sell.

Complete Confidentiality

We maintain complete confidentiality on client matters. Your trust is our most valuable asset.

Transparency

We are always transparent in client dealings. You will always know what you're getting into.

Who We Are

Mission & Vision

Our Purpose

Mission

Our corporate mission is to empower individuals and businesses alike with comprehensive financial solutions tailored to their unique needs. We are committed to providing expert guidance in tax planning, financial planning, retirement planning, and insurance planning, ensuring our clients achieve long-term financial security and prosperity. With a focus on innovation, integrity, and client satisfaction, we strive to be the trusted partner on the journey to financial success.

Our Aspiration

Vision

Our corporate vision is to be the beacon of financial empowerment, inspiring individuals and businesses to navigate confidently towards their financial goals. We envision a future where every client achieves prosperity through our expertise in tax planning, financial planning, retirement planning, and insurance planning. Guided by innovation and integrity, we aim to set new standards of excellence in the financial services industry, fostering long-lasting relationships built on trust and mutual success.