About Us
Value Pi Wealth is a leading financial services provider, committed to offering comprehensive wealth management solutions. Our mission is to empower individuals nationwide by fostering financial abundance and long-term security. Utilizing advanced technology, we now serve clients globally, broadening our presence across multiple regions.
In today's dynamic world, we take full responsibility for managing our clients' wealth, allowing them to prioritize their professional success. Through the synergy of their growth and our meticulous oversight, we ensure that clients achieve their financial goals with ease and precision.
As your trusted financial partner, we stand by our promise: "Passionate About Your Goals." We deliver expert guidance on all critical financial decisions, enabling clients to confidently navigate complex financial environments and secure their future.
Karthik Manohar is the founder of Value Pi Wealth. He holds a B.Com degree, an MBA in International Business, and is a CERTIFIED FINANCIAL PLANNER (CFP) accredited by the Financial Planning Standards Board (FPSB) of India. The FPSB certification, known for its rigorous standards in personal finance, is recognized globally as a benchmark for excellence in financial planning.
He has been successfully providing professional investment services in Chennai since 2008, bringing over 16 years of extensive experience in the financial services industry. He has also worked with two major wealth management firms, further enriching his expertise.
He is a strong advocate of long-term wealth creation through focused investment in equity-related products, believing that the power of compounding can drive remarkable and substantial wealth growth over time. He emphasizes that, as an asset class, equity investments have the potential to outperform all others in the long run. With deep expertise in both fundamental and technical analysis, He is adept at guiding clients on what to invest and when to invest, ensuring optimal decision-making in portfolio management. He is also an AMFI-registered Mutual Fund Distributor (ARN No. 149233) and has completed several certifications from the National Institute of Securities Markets (NISM), including:
- NISM Series XXIA – Portfolio Management Services (PMS)
- NISM Series VII – Securities Operations and Risk Management
- NISM Series VIII – Equity Derivatives
- And a SEBI Registered Authorized Person
Our Mission
Our mission is to demystify the investment process, making wealth creation accessible and achievable for individuals from all walks of life.
Our approach centers on educating and empowering individuals to make informed investment decisions that align with their unique financial aspirations. We aim to foster a mindset shift from short-term gains to a long-term wealth creation strategy, emphasizing the importance of patience, discipline, and strategic planning.
We are committed to building long-lasting relationships with our clients, offering personalized advice, and adapting our strategies to meet their evolving needs
Services
Company offering services in Wealth Management and Financial Planning. Our strength lies in strong knowledge, experience and ethics which ensure best quality for our clients.Our Core philosophy is 'Growth is Everything' .We believe that our growth lies in the client's growth and prosperity. Hence, our business is led by creativity, entrepreneurship and all of our efforts are directed into providing growth to the client.
Mutual Funds
We assist our customers in making investments in mutual fund schemes offered by over 40 fund houses. We align mutual fund plans with our clients' long-term objectives and aspirations.
Stocks
We open demat/trading accounts for our investors, assisting them in purchasing shares for their long-term wealth growth. Certainly! "Stocks" refers to stocks or shares that represent ownership in a company. When you invest in equities, you are essentially buying a piece of that company and, as a shareholder, you may benefit from its growth and profitability.
Financial Planning
Financial planning is a process that assists you in making wise financial decisions that will enable you to fulfill your life's strategic objectives.
PMS and AIF
Products for PMS and AIF are available from a number of service providers. In PMS, the minimum investment is Rs. 50 Lacs, whereas in AIF, it is Rs. 1 Crore.
FIXED INCOME PRODUCTS
A financial plan's foundation is made up of fixed income products. A portfolio's overall stability is enhanced by devoting a larger percentage of money to fixed income products because if the foundation is weak, anything we build upon could fall.
Corporate Bonds, Capital Gains, RBI, and GoI
Along with corporate bonds from numerous well-known corporations, we also sell bonds issued by the RBI and the Government of India. Corporate bonds offer increased safety, liquidity, and yield. Additionally, 54EC Capital Gains Tax Exempt Bonds from Rural Electrification Corporation are available from us. These bonds offer excellent safety.
NRI Services
We provide services to PIOs and NRIs worldwide. Given that individuals in our clientele are from the USA, Sri Lanka, we recognize the distinct requirements of PIOs and NRIs. We assist with obtaining a PAN Card, setting up bank accounts, and, in the end, managing their investment requirements indefinitely.
Term Life & Health Insurances
We advise, choose & distribute basic & top up Term Life & Health insurance policies from All Companies.
BUSSINESS PARTNER
Invest
Become Our Customer!
Gain valuable insights and strategies from experts for effective investing. Join us to boost your financial knowledge and make well-informed investment choices today.
Realize your investment potential with our extensive resources. Delve into expert guidance, market trends, and tools designed to help you reach your financial objectives.
Enhance your investment experience with our carefully selected content. Acquire essential insights and strategies to successfully navigate the financial landscape and optimize your returns.
Rs. 354 (300 + GST: 54) - Domestic Customers
Rs. 590 (500 + GST: 90) - NRI Customers
DOUBT CLARIFICATION
Enhance your understanding with our doubt clarification services. Get expert answers to your questions and clear your academic uncertainties effectively.
GOAL BASED FUND SELECTION
Discover the power of goal-based fund selection. Tailor your investment strategy to meet your financial objectives with our expert insights and resources.
ONLINE FACILITY (24x7)
Explore our online facility solutions that enhance productivity and simplify management. Join us to transform your operational efficiency effortlessly.
REGULAR MONITORING OF PORTFOLIO
Stay ahead in the investment game with our regular portfolio monitoring. Get essential updates and expert insights to safeguard and grow your assets effectively.
PROCESSING SIP & BULK INVESTMENTS
Enhance your investment portfolio with our professional processing of SIP and bulk investments. Trust us to deliver tailored solutions for your financial success.
NRI
At VALUE Pi Wealth, we have clients, friends far and wide.
We provide financial guidance to over 50 Non-Resident Indian (NRI) families across Middle-East Asia, Far East Asia, North America, Australia, Europe, and Africa. If you are an NRI looking to ballast your investments, we’re here to help.
- Take part in India's multi-decade growth economy.
- Optimize investment opportunities brought about by revolutionary reforms
- Make sure your investing portfolio is geographically diversified.
- With highly regulated and transparent financial markets, you can relax.
Over 3 crore NRIs and PIOs live outside India. The Indian government regulations allow them to invest in multiple physical and financial assets in India.
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Contact usTestimonials
Check out authentic testimonials from pleased clients. Discover how our solutions have revolutionized experiences and achieved outstanding results in multiple industries.
Yogesh S
Customer
Mr. Karthik at Value Pi Wealth recommended a tailored investment strategy based on my financial goals, risk tolerance, and existing portfolio. While it's essential to discuss your individual circumstances with him to create a personalized plan.
Ashwin Kumar
Customer
Karthik has been very resourceful and has given good financial advice. He is always available, responsive and prompt. He provides valuable insights that help my financial journey!
Hari Shakti
Customer
Excellent customer service and a high level of attentiveness. Mr. Karthik carefully evaluated my financial aims, risk volume, and current portfolio and gave me very good guidance on where to invest. My investment through Value Pi Wealth has given me good returns.
Logesh Gopalakrishnan
Investor
I have made mutual funds investment few years back guided by value Pi wealth. It has delivered outstanding returns. Thanks to their timely guidance and support. if you looking for short and long term wealth creation thru investment do contact them for the outstanding guidance.
Diya Mithu
Entrepreneur
I am a frequent trader on options and futures with the discount broker..he guided me in not to losing your money on trading, investing to create wealth. Highly recommend pery.
Contact
Your Financial Intermediate Location
Address
VALUE Pi Wealth, Roshika Residency, Plot- C, No. 126/3, Lawyers Garden [PH Road Lane] Maduravoyal, Chennai - 600 095, TN.
Call Us
+91 98849 17396
Email Us
valuepiwealth@gmail.com