Veris Wealth Partners
Overview
Veris Wealth Partners is a wealth management firm that focuses on aligning investments with clients' values and financial goals. They specialize in sustainable and impact investing, offering services such as financial planning, investment management, and philanthropic advising. Veris aims to create positive social and environmental impact through their investment strategies, working with individuals, families, and foundations.
About Us
Veris Wealth Partners was founded on the principle that wealth can be a catalyst for positive change, aiming to help clients achieve their financial goals while simultaneously contributing to a better world. They provide personalized wealth management services, prioritizing a deep understanding of each client's individual values and specific priorities to ensure alignment between financial strategies and personal beliefs. Veris integrates environmental, social, and governance (ESG) factors into its core investment process. This involves actively seeking out companies and organizations demonstrably committed to sustainability and responsible social practices, allowing clients to invest in alignment with their values and contribute to positive societal impact while pursuing financial returns. The firm's approach emphasizes a holistic view of wealth management, recognizing the interconnectedness of financial success and positive social and environmental outcomes. By carefully considering ESG factors, Veris aims to identify investments that not only offer strong financial performance but also contribute to a more sustainable and equitable future, offering clients a comprehensive approach to wealth management that aligns with their values and goals. This commitment extends beyond simple investment choices, influencing the firm's engagement with portfolio companies and their advocacy for responsible business practices. Veris believes that by actively promoting ESG principles, they can contribute to a more sustainable and responsible global economy, creating long-term value for both their clients and the world at large.
Vision
To be a leading wealth management firm recognized for its commitment to sustainable and impact investing, helping to build a more just and equitable world.
Mission
To empower clients to align their investments with their values, creating financial security while driving positive social and environmental impact.
Headquarters
Gurgaon / Gurugram
Specialties & Industries
Open Positions
No open positions at the moment
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