ABOUT US



About Our directors
Dilip Kumar Morani & Kavita Morani





Value Fundz is a niche boutique Financial Advisory firm with an extremely strong focus on Client satisfaction. Mr. DILIP KUMAR MORANI & Mrs. Kavita Morani, promoters of Value Fundz have over 10 years of proven track record in the Financial Services and Investment Advisory domain and bring with it strong research and investment advisory capabilities keeping in mind the regulatory framework and the volatility in the investment climate. Our promoters believe in conservative investing. Their main purpose is to help people grow and preserve their wealth for a single reason: To secure their goals — Today and Tomorrow. To help financial advisors and clients succeed, they follow three guiding principles:



Our 3 guiding principles



INVESTMENT DISCIPLINE





Our approach to investing begins with a perspective both broad and deep. We combine time-tested investment specialization, extensive industry knowledge and active risk management to seek investment opportunities that we believe will be promising over time. We strive to integrate the best thinking and resources as we pursue balanced diversification for individual and institutional investors.



SERVICE EXCELLENCE





We add value to the investing process through expert research, personalized service and comprehensive wealth management solutions. Our organization excels through our one-to-one relationships with our clients and our client-centered service approach.



CONTINUOUS INNOVATION





Our products are developed purposefully to give advisors and investors choice and flexibility in creating quality investment portfolios that match each client’s financial goals and risk tolerance. Through product innovation, we strive to offer advisors and their client’s investment solutions that help provide an optimal return on their investments over time.



For more information regarding our products and services


CONTACT US

201, Paradise, C-61 A, Sarojni Marg, C-Scheme, Jaipur, 302001 (India)



Email: dilipmorani@yahoo.com

Contact Us: 9414068178