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March 14, 2024

Ramesh’s Financial PMS Guidance with Veritas Securities

Ramesh's collaboration with Veritas Securities commenced with a singular purpose:…

Happy Customers

Rameshwar Sharma, NRI USA

Upon selling my property and relocating to the US, VERITAS seamlessly managed my capital gains investment. Subsequently, they efficiently directed the rental income from India into Mutual Fund SIPs. As my circumstances evolved over the years, VERITAS Securities personnel adeptly handled the necessary changes to my KYC status, ensuring a hassle-free experience throughout.

Pawan Kumar, Pharma Professional, Lucknow

With a humble start, saving just 2000 rupees monthly from my Pharma job, VERITAS stepped in, guiding me towards financial stability. Their support enabled me to secure a home through strategic planning, and now, I’m ensuring a bright future for my children with their assistance.

Vikram Reddy, Real Estate Developer, Hyderabad

Having flourished in real estate for thirty years, the landscape shifted with demonetization in 2016. Sensing the winds of change, VERITAS Securities gently guided me towards financial stability. Over eight years, SIP investments blossomed, nurturing my aspirations with each passing day. Their annual portfolio reviews weren’t just numbers; they were comforting embraces, steering me through uncertainty.

Gaurav Verma, Finance Manager, Bengaluru

During a crucial period, our PF trust urgently needed to liquidate bonds to meet retiring employees’ needs. VERITAS stepped in, not only conducting comprehensive portfolio valuations but also efficiently managing the complex document processing. Despite challenges and evolving requirements, their expert guidance ensured seamless coordination with demat agencies and banks, ultimately delivering timely sale proceeds. Their dedication to our financial well-being was truly commendable.

Rama Iyer, Software Engineer, Bengaluru

After my father’s passing, I found myself dealing with a pile of physical documents. Veritas, who was already managing my mutual funds, stepped in to help. They guided me through transferring the bonds to my name, converting them to electronic format, and selling the underperforming ones. Their support during this emotional time was invaluable, making a challenging process much easier to navigate.

Venkat Rao, Sales Professional, Hyderabad

Ten years ago, I invested in infrastructure bonds but lost track of them over time. VERITAS stepped in, liaising with the bond issuer’s registrar and assisting in claiming the amount. Their proactive approach made a daunting task simple, and I was grateful to recover my hard-earned money with ease.

Manish Singh, Manager, Hyderabad

In the past, we encountered challenges with a bond broker regarding the timely delivery of securities, which caused discrepancies during portfolio reconciliation. VERITAS stepped in to address the issue, guiding us through the process of resolving it and securing the pending securities into our demat account. Their supportive approach and expert guidance helped alleviate our concerns, fostering a more seamless and reliable investment experience.

Ashik Debrata, Company Secretary, Jaipur

Facing challenges in complying with investment pattern norms due to staffing shortages, our organization turned to VERITAS for assistance. They efficiently streamlined our entire investment portfolio, ensuring that we avoided penalties during audits. With their expertise and proactive approach, VERITAS helped us maintain regulatory compliance while optimizing our investment strategy for long-term success.

Dr. Krishna Ramulu, Secretary, Vijayawada

Upon realizing that our club’s surplus funds were yielding minimal returns in bank deposits, VERITAS Securities presented us with an insightful proposal. They demonstrated how investing in tax-free bonds could significantly enhance our returns while maintaining safety and liquidity. Their expertise and personalized guidance empowered us to make informed financial decisions, ultimately maximizing our club’s financial potential.

Moushmi Das, Trustee, Kolkata

In a bid to optimize our charitable trust’s investment portfolio, we sought VERITAS Securities’ expertise. Conducting a thorough health check, they recommended a strategic shuffle plan. Thanks to their insightful advice, we not only weathered challenging market conditions but also achieved commendable returns. Their proactive approach and commitment to our cause were truly invaluable.

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