abhijit@varfinserv.in | +919823088310, +919823258310

About VAR Finserv

Your Partner in Wealth Creation

Who We Are

At VAR Finserv, we take a hands-on, holistic approach to financial planning and wealth creation. As an AMFI Registered Mutual Fund Distributor Since 2016, we offer a wide range of financial and insurance products, backed by cumulative experiance of over 5 decades in banking and financial services.

We invest time in understanding your financial goals, risk appetite, and return expectations. Based on market cycles and economic trends, we tailor investment strategies to help you achieve financial freedom.

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Understanding Value At Risk (VAR)

Strategic planning for life-stage goals helps navigate market volatility. At VAR Finserv, we emphasize the importance of the right asset allocation and dynamic portfolio management.

Recognizing Value At Risk is critical for making informed investment decisions in today's ever-changing market.

Why Choose VAR Finserv

  • Client-first approach: Easy-to-understand financial solutions
  • 100% Paperless: Seamless online onboarding
  • Portfolio Monitoring: Track all assets in one place
  • Advanced Platform: Secure and tech-driven
  • Disaster Recovery: Automatic routing via backup systems
  • Smart Planning Tools: Get system-generated assistance in asset allocation
  • One-click Investing: Invest, redeem, or switch easily

Let us help you achieve your financial dreams.

Mission

Our mission is to make financial stability and growth accessible to every Indian by offering tailored financial services and knowledge. We empower individuals through financial education and personalized services, creating a path to financial well-being.

Vision

Our vision is to be the leading provider of holistic financial services in India, transforming lives through financial empowerment. We aspire to set new standards in the financial industry, ensuring that every individual has the opportunity to secure their financial future.

Values

Our core values revolve around empowerment, integrity, client-centricity, innovation, excellence, team spirit, and sustainability. We empower individuals, operate with integrity and transparency, and prioritize our clients' welfare above everything else.

Meet Our Team

Founding Team

Roopali Agashe

Roopali Agashe

MBA, M.Com | Experience with Kotak AMC, MetLife Insurance

3 decades of Professional experience in Asset Management, Insurance, Foreign Exchange Risk management. An MBA and M Com by education, she has worked with reputed organisations like Kotak AMC, MetLife Insurance for their institutional business.

Abhijit Agashe

Abhijit Agashe

MBA, Engineer | Experience with DBS, Standard Chartered Bank

A Seasoned Banker with 3 decades of experience in Banking & Financial Services Space. He has held leadership positions in Multinational banks like DBS, Standard Chartered Bank etc. An MBA and an Engineer by education, Abhijit has good investing experience in various asset classes since his early days.