trust, transparency, and tailored strategies

Why choose us

About Our Company

Helping You Achieve , Financial Milestones with Confidence

1
Years of experience

VB Abundance is a team of professionals, who have more than 24+ years of experience in Financial Advisory services. We have helped 1000+ customers to achieve their milestones, through our extensive knowledge acquired from decades of meticulous execution and exercise of certified practices in Personal Finance Management. We continue to be part of our customer’s life to improve their financial balance, expand their wealth and protect their family from financial setbacks.

our advisors

Meet with our happy & honest advisor

our journey

Meet with our company journey

2001 – 2021

Leadership Experience in Financial Services

From 2001 to 2021, I built a strong leadership career across reputed financial institutions including PNB MetLife Insurance, Edelweiss Tokio Life Insurance, and Colour Funds Insurance Broking Pvt. Ltd. This 20-year professional journey strengthened my expertise in financial services, leadership, and client relationship management while shaping a strong foundation in ethics, governance, and client-first advisory practices that continue to influence my work today.

2012-2017

Leadership in Financial Services

Our continued growth and innovation led to 20+ recognitions across the financial sector, highlighting our leadership in delivering value-driven financial solutions.

2021 – 2026

Founder – VB Abundance | Certified Financial Planner® | Independent Director

Since 2021, I have been leading VB Abundance with a clear mission—to simplify finance and help people make confident money decisions. As a Certified Financial Planner® (FPSB – Financial Planning Standards Board) and an Independent Director certified by the IICA (Indian Institute of Corporate Affairs), I bring global standards of ethics, governance, and advisory excellence into every client engagement. Over this journey, I have personally guided 1,000+ clients across India and overseas with customized financial strategies covering wealth creation, tax efficiency, and long-term financial security. My approach focuses on practical outcomes, delivering measurable improvements such as stronger portfolio efficiency and meaningful tax optimization. Alongside client advisory, I actively contribute to financial education through workshops and institutional programs. I continuously invest in my own learning through executive programs from premier institutions including IIM Ahmedabad and IIM Bangalore, ensuring that every client benefits from contemporary thinking and ethical advisory practices..

2017-2026

Delivering Long-Term Value

Our technology-driven financial platforms and expert teams empower clients to achieve resilient performance and sustainable financial success.

Deliver Superior Wealth Management Services Tailored to each client's Distinct Financial Goas & Circumstances
To empower individuals and families to achieve lasting financial stability, growth, and abundance worldwide.!!ㅤㅤㅤㅤㅤ
Built on trust, loyalty, disclosure, commitment, and transparency in every relationship we serve always true
Trust, Loyalty, Disclosure, Commitment, Transparency Client-Centric Approach & Sustainable Investing Focus !ㅤㅤㅤ

Our Partners

Mutual Funds

Insurance

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Our Services

Contact Us

+123 456 7890
fintok@gmail.com
27 Division St, New York, United States
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