Your Money.
Our Mission.
Whether you’re building wealth for tomorrow or seeking steady income after retirement — we’re here to help with investments, insurance, and smart planning.
- Built around your financial goals.
- Investor-First Approach
- 24×7 Support You Can Count On
Our Trusted Partners
Our Services
Mutual Fund
Build long-term wealth with professionally managed, goal-oriented investments.
Perfect for everything from first-time investors to retirement planners.
Insurance
Safeguard your future with the right life and health cover. We help you choose plans that truly protect what matters most.
Fixed Instruments
Add stability to your portfolio with low-risk, steady return options. Ideal for diversification and meeting short-term financial goals.
ABOUT
What We Do?
At Vipulam Financial Services, we focus on building unique, personalized portfolios tailored to your financial goals. Whether it’s investing in mutual funds for long-term growth or securing your future with the best life and health insurance plans, we ensure that your needs are met. Our services also include providing reliable general insurance options like motor and travel coverage, as well as fixed-income solutions through bonds and top-performing fixed deposits, ensuring a steady return on your investments.
Why Trust Us?
Certified Experts
AMFI & IRDA certified advisors.
Tailored Solutions
No one-size-fits-all approach — we build plans around YOUR goals.
Transparent Process
No hidden charges. No confusing jargon.
Regular Portfolio Reviews & Rebalancing
Ensuring optimal fund allocation for continued growth and performance.
This chart illustrates the growth of a ₹25,000 SIP over different time periods.
TESTIMONIALS
What Our Clients Says?
FAQ’s
Some Popular Queries?
How safe are mutual fund investments?
Mutual funds are regulated by AMFI and offer transparency, diversification, and professional management. However, they are subject to market risks. We help you choose funds that align with your risk appetite and goals.
Are your advisors certified?
Yes, we have AMFI-registered Mutual Fund Distributors and IRDA-licensed for insurance advisory.
Is there any consultation fee?
No. We offer free consultations to help you make informed decisions about your finances.
What is the benefit of investing through a mutual fund distributor?
You get expert advice, regular monitoring, and personalized human support — unlike direct investing, where you're on your own. We don’t just chase past returns; we conduct in-depth analysis, carefully select funds aligned with your goals, and regularly rebalance your portfolio when needed. Best of all, we offer this consultation at no additional cost. You just bear the additional expense ratio but get back much more than what you would in direct funds through our services.
Is health insurance really necessary?
Yes, health insurance is essential. It protects you from high medical expenses and ensures access to quality healthcare without depleting your savings. With rising healthcare costs, even a short hospital stay can be financially draining.
Why should I buy life insurance at a young age?
Buying life insurance early is cost-effective. Premiums are lower when you're young and healthy, and it helps secure your family's future in case of unforeseen events.
How much should I invest monthly through SIPs (Systematic Investment Plans)?
That depends on your financial goals and income. As a thumb rule, try investing at least 30-40% of your monthly income if you're working towards long-term goals like buying a house or retirement.