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Welcome to Value+ Investments

Your Journey to Wealth Begins Here

Tax Planning

Stay Ahead with Strategic Tax Planning

Family Financial Education

Empowering Families with Money Wisdom

Mutual Funds

Grow Your Wealth, One SIP at a Time

Life Insurance

Secure Their Future, Today

Health Insurance

Secure Your Health, Secure Your Wealth

Retirement Planning

Smart Plans for a Peaceful Retirement

ABOUT US

Welcome to Value+ Investments, where your financial goals are at the heart of everything we do. From mutual funds to insurance and retirement planning, we empower salaried professionals, business owners, and families to build wealth, protect dreams, and achieve financial freedom.

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Our Services & Products

Mutual Fund Advisory

We design personalized SIP and lump-sum portfolios tailored to your goals – whether retirement, home, education, or wealth building.

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Retirement Planning

Retirement marks a new chapter in life—one where work responsibilities reduce,

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Goal-Based Planning

Custom investment plans for milestones like children’s education, home buying, or retirement.

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Life Insurance

Term plans from leading insurers with claim settlement support.

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Health Insurance

Comprehensive mediclaim plans including family floaters and senior citizen policies.

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Tax Planning

Save taxes legally and efficiently through ELSS, 80C planning, and capital gains strategies.

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SIP Calculator

Investment amount: 1000
No of years : 1
Expected return: 1%
1,000
Total Amount Invested
₹10
Est.Returns
1,010
Maturity Amount

Our Blogs

Happy with Customers & Clients

We've been helping businesses to do their best since 2003. If you need any solution we are available for you.

"From Confusion to Confidence: My Mutual Fund Journey” A couple of years ago, I knew nothing about mutual funds. Markets felt like a gamble, and all the acronyms—SIPs, NAV, ELSS—were overwhelming. But I had a goal: to build a financial cushion for me and my daughter's education. I started small, using a Fundzbazar platform and the guidance provided by Value+ Investments team that offered goal-based investing and personalized suggestions. The dashboard showed me historical trends and returns. Today, I’ve diversified portfolio. I’m not chasing quick returns—I’m building long-term habits. The biggest transformation wasn’t just financial—it was internal. I went from being afraid of money to feeling in charge of it. If you’re on the fence about mutual funds, start small, stay consistent, and learn as you go. Financial literacy is the best investment I ever made. Thank you for making this happen."

Kajal Sonar

"Sr. Director, Data Management, Blue Altair"

"Fundzbazar platform is incredibly user-friendly and their team is always ready to provide insightful advice and support. Their expert team consistently reviews my investments, ensuring my portfolio stays aligned with my financial goals and current market trends. This proactive approach has resulted in steady growth and given me great mental peace of mind. I recommend Value+ investment to anyone looking for a reliable and responsive investment partner."

Manisha Dahatonde

"IT Architect, Norway"

"I’m truly happy to share my experience with Value+ Investments. Your mutual fund services and goal-based financial planning have brought clarity and confidence to my financial journey. The personalized advice and regular follow-ups have made a real difference, helping me stay on track with my long-term goals — especially planning for my daughter’s future and building a secure financial base for my family. Your approach is not just professional, but also deeply reassuring. I’d be glad to share a photo to support your efforts — it’s the least I can do for the value you’ve added to our lives. Wishing the Value+ team continued success in guiding more families towards financial freedom! Warm regards, Abhijeet Digrase"

Abhijit Digrase

"Technical Lead"

"Working with Avadhoot has been such a blessing for our family. From day one, he really took the time to get to know us—not just where we were financially, but where we wanted to go. Whether it was saving for our son’s education, managing home loan, or just figuring out how to plan for the future without feeling overwhelmed, Avadhoot is always there with solid advice and real support. What we appreciate most is how approachable and down-to-earth he is. No question ever feels too small or silly J, and he always explains things in a way that actually make sense. It's clear he genuinely cares about our family and wants to help us succeed—not just financially, but in reaching the life we’ve always envisioned. Sometimes we forget, however he continues to check in and help us stay on track. It feels more like having a trusted friend who happens to be really great with money. We honestly can’t imagine navigating all of this without Avadhoot. Highly recommend Avadhoot to anyone looking for a smart, kind, and dependable financial guide."

Kundan and Jyoti Desai

"Thane"

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