The Freedom Plan

Set aside your Worries. Just follow our Freedom plan. Plan your dream house, or car or holiday destinations without a hickup.

The Retirement Plan

Covering your life for the family is of utmost priority. It’s not considered an expense but see it as an Investment

The Taxation Plan

Don’t Evade tax, Plan to Save and pay some. We help you plan to save the maximum tax, so that you get money in your hand

The Insurance Plan

Plan as early as you can. We are here to give you custom made plans that will help you lead a relaxed and Retired Independent life.

Know Vijay Puri

Vijay Puri law graduate by profession & completed his Certification in Financial planning CFP, a course by the FPSB Board in India in November 2008. After his law graduation in 1996, he worked in a law firm M/s Bathija & Association for a period of 3 years and then started his own practice in September, to finally enter the financial service industry in 2006, as an AMFI Advisor (Mutual Fund). He completed the Certified Financial Planner (CFP). Currently, Vijay Puri & Co is advising 983 families on taxation and financial planning and has a dedicated team of tax-Associates and financial planners who help the clients in making their financial plans and implementing the same.

Vision

"To help people set and achieve their goals thereby bringing a sense of peace, security, and happiness in their lives”.

Mission

"To Comprehensively review on client’s investment objective with a long-term approach to investing and thereby providing reliable, professional and superior services."

Our Focus

It's always you, the customer who we partner with, and be on the journey till you attained your goal. At Vijay Puri & Associates, our endeavor is not to convince you with a plan or yet another financial product but help you visualize a comprehensive financial solution. We customize the financial plan to suit your requirement so that you are at peace when you start investing.

Your Journey to Financial Freedom

A roadmap to make your Investment journey easy

Set intermediate targets to review your status

Mitigate any Financial Risks & money related uncertainties

Make sure you have a healthy Financial Portfolio

Management Team

Outdoor Executive

SSC Pass

Back Office Executive

BFM, Mcom

Back Office Executive

BCom

Financial Planner

BAF, QFPP

1000+ Happy Clients

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Stats

380
Employees
1372
Customers
102
New associates
156
Problems Solved

Our Blog

The First Principle

BY Vijay Puri

Many investors have lost far too much money due to investments in products that they dont understand.

Optimum Returns

BY Vijay Puri

Long term returns dont come from the products you invest in. They come from the asset class you invest in.

Start Early

BY Vijay Puri

The simplest strategy to create wealth is to start saving and ivesting early. Yes, you can still be rich if you start late..

Get in touch with us

Our Address

# 02, G-67, AMRAPALI ARCADE, Pokhran Rd,

Thane West, Maharashtra 400610

Phone

+(91) 98219 11095

Email

info@vijaypuri.com

vijaytaxman@yahoo.com

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