Services

AMFI-Registered Mutual Fund Distributor

Mutual Fund Advisory

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

Tax Planning

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

Goal-Based Planning

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

Insurance Advisory

Get unbiased advice on life, term, and health insurance to protect your family’s future.

Family Financial Education

We conduct family financial workshops and 1-on-1 sessions to build financial literacy.

360° Wealth Management

A one-stop solution for all your financial needs.

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.

Our Links

Contact Us

+91 9850887914

valueplus@prudentconnect.com

274, Pratap Society,
Sahakarnagar-2,
Pune- 411009

Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments. Option of Direct Plan for every Mutual Fund Scheme is available to investors offering advantage of lower expense ratio. We are not entitled to earn any commission on Direct plans. Hence we do not deal in Direct Plans.

AMFI Registered Mutual Fund Distributor – ARN-172666 | Date of initial registration – 20 Oct 2023 | Current validity of ARN – 11 Oct 2026

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