Financial decisions
for every stage of life
For individuals and families navigating investments, insurance, lending, retirement, and legacy paperwork.
An initial conversation to understand your needs and explain possible next steps.
Registered Distribution Support
AMFI Registered
Mutual Fund Distributor
ARN details disclosed
APMI Registered
PMS Distributor
APRN details disclosed
NISM
Certified
Certification-led support
Portfolio
App Access
Secure, real-time access
03 / 09 · VPR Finmart × BASIC Home Loan
BASIC Home Ownership
“Ghar sirf loan se nahi banta, bharose se banta hai.”
VPR Finmart is now a BASIC Home Loan franchise, helping existing clients and new families approach home ownership with clarity and support.
Explore Home OwnershipLoan approval and final terms remain subject to lender eligibility and policies.
04 / 09
Planning & Support
Planning &
Support
Start with the decision, then choose the route.
First Investments
Make confident first moves with a simple, diversified start.
ExplorePortfolio Review
Understand what your portfolio holds and what may need attention.
ExploreGoal-Based Planning
Define your goals and create a route to work toward them.
ExploreRetirement Planning
Plan income, liquidity, documents, and continuity for retirement.
ExploreInsurance & Protection Review
Protect what matters with the right cover at the right time.
ExploreLoans & Liquidity Support
Access liquidity routes when you need them.
ExploreFor individuals, families, retirees, and NRIs.
Recover Old
Investments
✓Physical shares to demat
✓IEPF recovery
✓Duplicate issuance
✓Transmission
✓Name or signature mismatch
Documentation-led support, step by step.
06 / 09
Products
Distribution and access routes across investment, insurance, accounts, and lending products.
Explore product routesCore Investments
Build and diversify your core portfolio with transparent options.
Insurance &
Protection
Life, health, motor, and general insurance solutions to help protect what matters most.
ExploreAdvanced & Alternative Products
Access beyond traditional markets with specialised and long-term solutions.
Selective AccessAvailability and suitability depend on the specific product route.
Demat & Trading
Accounts
Demat and trading account opening with leading stock brokers.
ExploreLoans & Liquidity
Flexible lending solutions to support your goals and liquidity needs.
Home Loans
Loan Against Property
Loan Against Shares / Mutual Funds
How We Work
A documentation-led process with clarity at every step.
Understand requirements
We listen to your goals, concerns, and the outcomes you care about.
Review documents
We examine your documents and portfolio statements carefully.
Explain available routes
We outline suitable options, process, timelines, and implications.
Execute with consent
We act with your approval and ensure documentation is completed accurately.
Review periodically
We review your portfolio and goals periodically to stay aligned.
✓ Distribution and support options only; not investment advisory.
Book a Portfolio ReviewPortfolio App Access
Track your portfolio from your phone
Existing clients can securely access available portfolio information through the VPR Finmart app and web portal.
Need login help? Contact VPR Finmart.
Secure access Through your VPR Finmart account
Consolidated view All investments in one place
Statements & reports Download anytime
Updated portfolio view Stay informed
Section 9 of 9
Start with a clear conversation.
Book an initial portfolio review to discuss investments, insurance, loans, recovery work, NRI support, or anything you want to clarify.