A Boutique Wealth Advisory Company

Transcription

1 A Boutique Wealth Advisory Company

2 INTRODUCTION VFN has over a decade experience in tax planning and advisory, portfolio and risk management services, real estate advisory, retail chain development and financial markets The Group manages more than 6000 clients over 40 MNC across the globe offering them bespoke investment solutions We serve clients in all Indian metro cities providing online and onsite services on taxation, financial planning and wealth management solutions We have over 90% client retention for over 12 years We have a team of full time tax experts/ca and professionals/mba who provide end to end solutions

3 OBJECTIVES AND BELIEFS Partner with our clients with a long term vision for their financial protection and wealth creation opportunities Work with clients to develop innovative investment and financial plans which are tailor-made to their needs whilst having a thorough knowledge of the market, proficiency in risk management and research based solutions VFN believes in Trust over Gain, Quality over Quantity VFN is a firm believer in the tenets of Value Investing, money management is a Profession and not a Business

4 APPROACH Acquire a deeper understanding of client s financial needs to customize solutions Solution centric approach, not just to promote few company specific products work with a long term investment horizon after considering all potential risks Select first-rate investment solutions aligned with individual/family profile giving our client the best possible choice Continuously monitor portfolio performance, new market trends and benchmark comparisons and, regular review with clients to assess the goal alignment and investment objectives Build the portfolio to always protect the long term interest and family income

5 OUR MAJOR CLIENTS

6 VFN Customer Satisfaction Survey 2014 An important step to create a reliable experience for our clients is to periodically reflect and collect feedback Institutionalization of VFN Annual Customer Satisfaction Survey is one such step in this direction Survey focus was broadly into 3 areas viz. Responsiveness, Competence with Conduct Problem Solving. Conducted across all VFN served company clients working at various locations in Oct-Nov 2014 Survey findings are appended, all numbers may not add up to 100% due to few blank responses 87% responded positive on overall experience Responsiveness is the major area of improvement making 27% responded incredulous about our services Feedback on responsiveness was mainly collected around customer care and contacts While we need to work on our response time, 89% responded are positive with VFN team competence/conduct and response on our ability to resolve issues is at 81%

7 Survey 2014 Top 10 company responses

8 Bangalore Mumbai Delhi NCR Chennai Pune Bangalore Mumbai Delhi NCR Chennai Pune Bangalore Mumbai Delhi NCR Chennai Pune Bangalore Mumbai Delhi NCR Chennai Pune Survey 2014 responses across locations 90% 80% 78% 81% 70% 70% 68% 71% 71% 60% 53% 60% 57% 53% 55% 59% 58% 56% 55% 50% 40% 30% 20% 10% 36% 10% 20% 15% 30% 30% 6% 41% 42% 41% 35% 34% 32% 35% 33% 34% 32% 32% 31% 29% 30% 21% 25% 23% 20% 15% 23% 7% 6% 6% 6% 40% 6% 6% 25% 15% 11% 9% 11% 12% 6% 0% 0% 0% 0% 0% Overall Satisfaction Responsiveness Comptenece with conduct Problem solving Somewhat Dissatisfied Very Dissatisfied Somewhat Satisfied Very Satisfied

9 Survey 2014 what customer says.. Never had this kind of experience in past. The team is really professional with good experience. This was the first time I took the services of VFN and it turned out to be a really good experience in terms of quality and timeliness / Service is good, so I will suggest others for VFN in future Quick response, efficiently solved the errors./ Very prompt service and conversation is always meaningful and satisfactory/ Very responsive & responsible behaviour and a pleasure to engage with/ Quite energetic group / It's an excellent service. Staff is really great. Good job guys. Keep it up. Really satisfied with the service. Customer relationship management is very strong, Appreciate your service. I am a long-time client of VFN and have seen it grow into a bigger organization. VFN's strength lies in giving personalized and rapid service to it's clients. So far, the VFN group have always been active and helpful. Thanks for all the help! Good and prompt service. Would like to avail more such professional services from your group. Bunch of highly motivated and enthusiastic group. keep up the good work. I am very much satisfied with a quick turnaround time and timely addressing the issue. I would like to thank you for answering all my queries in the most amicable way. Thanks. suggestions to improve You have to improve your services to meet your SLA/ More timely response required/ Turn around time could be improved. Felt the response was good at VF outlet, than the help from Call Centre. It would be great if the reach of Call centre executives is made simple. This will help to resolve customer query faster/ Need better response in Customer service Tracking of incoming mails need improvement More often than not, have to reach the senior leaders. The ground team should be more responsive especially during the peak time. Suggest you to keep in touch via mail or sending sms alerts for updating the client how the process is going.

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