Vete Associates is an esteemed investment management company that takes pride in its ISO 1900:2015 certification. The company specializes in managing generational wealth, including the investment portfolios of UHNI
and NRI Clientele. Our expertise extends to managing portfolios for over 5000 families.
Currently, the company is managing and growing 700+ crores wealth. The roots of Vete Associates trace back to 1962 when the visionary founder, Neela Vete, established the practice.
Today, the company operates from a boutique investment office spanning 7000 square feet in Rutu Business Park, symbolizing their commitment to excellence.
With diverse backgrounds and expertise, the company offers comprehensive range of investment services tailored to help individuals and businesses achieve their financial goals.
Our expertise rivet on:
Wealth Creation, it is purely implementing smart financial decisions to generate income, accumulate savings, and grow investments.
This in turn helps to build opportunities for future financial growth and prosperity.
Wealth Protection, it is an essential aspect as it prevents wealth erosion caused due unforeseen situations and provides financial security while offering tax benefits at the same time.
Tax management, is a must while building an investment portfolio. Thus helping the clients make informed choices which minimize their tax liability and maximize their after-tax income.
Professional Expertise, include Estate Planning and Investment Management. Such professional services help to maximize your investment gains,
manage tax liability while achieving your long-term financial goals.
Vete Associates host’s a team of dynamic professionals, including CAs, CFPs, and LLBs. Each team member brings unique perspectives and strengths, enabling to tackle complex challenges and deliver innovative solutions.
Thus, adding value to the company’s rich industry experience of more than 60 years. The company has garnered a collection of prestigious awards and
achieved significant recognition in the finance industry. Their achievements have been featured prominently in both print and television,
cementing their position as a leading force in the investment management sector.
The company is now moving towards facilitating clients to make investments anytime and from anywhere.
Join us as we explore the exceptional services and accolades of Vete Associates, a company that continues to excel in the world of finance.