What We Do
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Great State Assets by Vaibhhavv Dubey
At Great State Assets, we first try to understand the client, their needs and their financial goals. We then look at the financial products that may be suitable for them. The idea is to find the right fit for the client, rather than trying to fit the client into a product.
Founded by Vaibhhavv Dubey, Great State Assets is a Hyderabad-based financial products distribution and financial solutions firm serving individuals, families, professionals and businesses.
Vaibhhavv is an AMFI-Registered Mutual Fund Distributor (ARN-263203). Through Great State Assets, clients can access and understand financial solutions across Mutual Funds, SIPs, Specialized Investment Funds (SIFs), Portfolio Management Services (PMS), Alternative Investment Funds (AIFs), Insurance and Loan Against Securities (LAS).
For Mutual Fund investors, our services include support for SIP planning, lump-sum investments and mutual fund portfolio reviews. We focus on understanding the client's goals, time horizon, financial situation and risk considerations before discussing suitable investment options.
Our Products
Mutual Funds
A mutual fund is a professionally managed investment vehicle that pools money from investors to invest in different asset classes.
Equity and ETFs
Equities offer direct company ownership, while ETFs provide diversified exposure through a basket of securities.
NPS
The NPS is a government-backed retirement scheme offering flexibility, savings, and potential returns for a secure future.
PMS
PMS offers HNIs customized wealth management solutions, tailored to needs, risk, and investment horizons in India.
Loan against MF
A loan against mutual funds lets investors borrow using their holdings as collateral, providing liquidity without selling assets.
Insurance
Protection against financial risks by covering losses of the insured during unforeseen and adverse circumstances.
