1. VISION Vamika’s Vision is to be recognized as a best-in-class boutique organization creating good client experiences built on our core values of trust, respect and integrity.

2. MISSION  To deliver objective and honest advice to our clients and serve as their Wealth Guardians.  To foster interaction and engagement with all our clients who seek to secure their wealth for generations.  Strive to be recognized by our clients, employees and the communities we serve as a best-in-class boutique organization.  To deliver objective and honest advice to our clients and serve as their Wealth Guardians.  To foster interaction and engagement with all our clients who seek to secure their wealth for generations.  Strive to be recognized by our clients, employees and the communities we serve as a best-in-class boutique organization.

3. CORE VALUES Trust:- Strong relationships are built on trust by;  Providing advice that is objective and forthright.  Having transparency that builds an openness of communication.  Being proactive to disclose any conflict of interest. Respect:- Our respect for ourselves guides our morals, while respect for you and your family guides our manners by;  Actions which demonstrates that our clients are our first priority.  Having a collaborative relationship where listening is paramount.  Endeavoring to act in good faith. Integrity:- We approach our work and relationships with personal integrity by;  Demonstrating trustworthiness in our actions and words.  Sharing a collective commitment to excellence & openness to listen, understand & respond.  Providing advice that is not encumbered by self-interest.