Welcome To VIVI Financial Services
A reputed name for comprehensive financial and product distribution services.
Established in 2009, Vivi Financial Services, in partnership with NJ India Invest Ltd., provides financial advisory services to a clientele exceeding 900 individuals within India and internationally. The firm offers a comprehensive range of services, encompassing investment planning, mutual fund management, insurance advisory, and wealth management. Accredited by the National Stock Exchange (NSE) and the Association of Mutual Funds in India (AMFI), the firm is committed to delivering expeditious financial solutions and generating wealth to ensure the long-term economic security of its clients.
What We Offer
Get customised guidance across various financial products and services like mutual funds, insurance, loans, need based investing, estate planning, and taxes.
Assisting clients in fulfilling their needs.
Our Team
Mansing Patil, the founder of Vivi Financial Services, has over 20 years of experience in the mutual fund and insurance sectors and is the driving force behind Vivi Financial Services. His AMFI certification and MDBA qualification attest to his deep understanding of financial markets and investment products.
His dedication to exceptional client service is evident in his hands-on approach. He maintains open lines of communication, providing regular updates on market trends and investment performance. He believes in empowering his clients with knowledge, helping them make informed decisions about their financial future.
Under his leadership, Vivi Financial Services has established a reputation for integrity, professionalism, and client-centricity. His commitment to excellence and his passion for helping others achieve their financial dreams have made him a trusted advisor and a respected figure in the financial services industry.
Vivek Mansing Patil is an AMFI-certified Mutual Fund Distributor with M.Tech qualifications. He provides part-time, client-centric financial advice, emphasizing trust and transparency. He aims to expand his firm's reach by promoting financial literacy and helping clients achieve financial goals.
Priyanka Vivek Patil, AMFI-certified Financial Advisor and M.Sc. in Mathematics, specializes in crafting personalized financial plans for families. She leverages her expertise in mutual funds and insurance, and a data-driven approach to provide tailored solutions and ongoing support, empowering clients to achieve their financial goals.
