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 insurance services cover life insurance, health insurance, motor insurance and corporate insurance, helping individuals and businesses review their protection needs and understand the available options.
We also provide access to Loan Against Securities (LAS) solutions, subject to eligibility and the terms of the respective lending institution.
We believe that a financial relationship should not end after a transaction. As a client's income, responsibilities, goals and priorities change, their financial requirements can change too. We aim to remain available and support our clients through these different stages.
At Great State Assets, our focus is on understanding first, explaining clearly and then helping clients take informed financial decisions.
We are committed to professional standards, regulatory compliance, transparent communication and responsible distribution of financial products.
Why Us
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MEET VAIBHHAVV DUBEY
Founder @ Great State Assets | AMFI-Registered Mutual Fund Distributor (ARN-263203)
Vaibhhavv Dubey
Vaibhhavv Dubey, also known as Vaibhav Dubey, is the Founder of Great State Assets, a Hyderabad-based financial products distribution and financial solutions firm.
He holds professional designations as a Chartered Financial Goal Planner (CFGP®) and Advanced Financial Goal Planner (AFGP®) from AAFM® India. He also holds NISM certifications in Equity Research, Mutual Fund Distribution and Securities Operations & Risk Management (SORM), along with NSE certifications in ENCCMP and Wealth Management. He is also a B.Com graduate from Badruka College of Commerce and Arts.
With over a decade of professional experience, Vaibhhavv has worked across Financial Products Distribution, Equity Research, Accounting, Taxation and Audit. This varied experience has helped him develop a practical and analytical approach to understanding financial products and the needs of different clients.
His approach to financial services is built around understanding the client's needs and goals first, explaining the available options clearly, and helping clients make informed decisions suited to their circumstances.
