Services Offered to Individuals

Services Offered to Individuals

Investment Advisory

VPR provides prudent advice on your financial Investments. We offer services that suit your budget.

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Issue of Foreign Remittance Certificates

VPR provides services regarding Foreign Remittance Certificates i.e., Form 15 CA and Form 15 CB.

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Issue of Net Worth Certificates

VPR caters to the following clientele for issuing Net Worth Certificate:

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Investment Advisory

VPR provides prudent advice on your financial Investments. We offer services that suit your budget. Over the years, we have successfully managed various investment portfolios for our esteemed clients. . We give you the best possible returns on your investment with us.

PR caters to:

  1. High net worth Individuals (HNI)
  2. Hindu Undivided Family (HUF)
  3. Non resident Indians (NRI)
  4. Incorporated companies and Trusts

We offer the following services:

1. Portfolio Advisory Services

Based on our analysis of your risk taking and financial targets, we help you select the right mix of the Financial Products. We also analyze your existing portfolio and help you redesign it.

2. Financial Planning Services

We help you in setting your financial security goals. We also help you reach your financial goals through Systematic Investment Planning.

3. Retirement Planning Services

We help you with a comprehensive Retirement Plan that takes care of your every financial need when you retire.

Issue of Foreign Remittance Certificates

VPR provides services regarding Foreign Remittance Certificates i.e., Form 15 CA and Form 15 CB. VPR issues Form 15CB where we examine the remittance in regards to chargeability provisions under Section 5 and 9 of Income Tax Act along with provisions of Double tax Avoidance Agreements with the Recipient’s Residence Country.

VPR caters to the following clientele:

  1. Export firms
  2. Non Resident Indians (NRIs)
  3. Individuals conducting foreign transactions
  4. Financial Institutions with foreign transactions

Issue of Net Worth Certificates

VPR caters to the following clientele for issuing Net Worth Certificate:

  • Individuals
  • Incorporated companies: VPR is associated with a number of leading businesses and SMEs. We have been catering to their various financial management related requirements including issue of Net Worth Certificates.

Banks from Public, Private & Co-operative Sectors: VPR has a long association with the banking industry. We offer various services to a number of leading banks from Public, Private and Co-operative Sectors.