Meet the founders
Two perspectives. One shared philosophy.
Vision Investment is built by two professionals with different areas of expertise but a shared belief: financial advice should be thoughtful, research-driven, and personal. Aditya brings a research-led approach to equities and markets, while Dip brings expertise across mutual funds, insurance, and taxation. Together, they aim to give clients a more connected view of their financial decisions — rather than treating investments, protection, and taxation as separate conversations.
Aditya Patel
Co-Founder | Research & Investment
B.E. in Civil Engineering · M.B.A. in Finance · NISM-certified Research Analyst · NISM-certified Equity Derivatives
With a passion for financial markets spanning more than a decade, Aditya's work is centred around understanding businesses, markets, and the sectors in which they operate. He believes that meaningful wealth creation is built over the long term through disciplined investing, continuous learning, and informed decision-making. His primary focus is equity and sector-specific research — he continuously studies companies, industries, and market trends, with this research forming an important part of the stock and mutual fund selection process at Vision Investment.
“Good investing begins with good research — and good research never stops.”
Dip Modi
Co-Founder | Mutual Funds, Insurance & Taxation
B.Com. in Taxation · LL.B. · NISM-certified Equity Derivatives · AMFI-certified Mutual Fund Distributor
With more than a decade of interest and experience in financial markets, Dip brings a complementary perspective to Vision Investment, combining investment knowledge with a strong understanding of taxation, mutual funds, and insurance. He has been involved in GST-related matters since the introduction of GST in India, developing practical experience in the evolving tax and compliance environment. His primary areas of focus are mutual fund investments, insurance solutions, and taxation-related matters — helping clients understand the financial and tax implications of their decisions.
“The right financial decision is not only about returns — it is about understanding the complete picture.”
About Vision Investment
Money is personal. Your advice should be too.
Vision Investment was built on a simple belief: financial decisions are easier to make when you have someone who knows your circumstances, understands your goals, and is there when you need them. We help individuals and families make better financial decisions across investments, insurance, and taxation — with the familiarity of a relationship, not the distance of a platform.
We don’t believe in one-size-fits-all money.
A first investment and a retirement portfolio shouldn’t receive the same advice.
A young family’s insurance needs are different from those of a business owner.
Tax planning cannot be separated from investment decisions.
And sometimes, the best financial decision is knowing when not to act.
That’s why we begin with the person — not the product.
Different needs. One relationship.
Your financial life doesn’t come in separate boxes. Your investments affect your taxes. Your income influences your insurance needs. Your long-term goals shape how you invest today. We bring these conversations together under one roof.
Grow
Stock Broking · Mutual Funds · SIP
Protect
Life · Health · Vehicle Insurance
Plan
Tax · GST · Long-term Financial Planning
Built on regulated foundations
SEBI-registered stock broking
Our stock broking services operate within India's securities-market regulatory framework, giving clients a structured and regulated environment for participating in the markets.
IRDAI-registered insurance advisory
Our insurance services operate within India's insurance regulatory framework, helping clients evaluate protection solutions with a focus on suitability and long-term needs.
AMFI-registered mutual fund distribution
Our mutual fund guidance follows AMFI's guidelines for distributors, so fund selection stays anchored to your goals rather than a house view.
What we believe
Relationships over transactions.
Financial services can become transactional very quickly. We want to do the opposite — know our clients, remember their goals, understand their changing circumstances, and be available when an important financial decision needs to be made.
Clarity over complexity.
Markets, insurance, and taxation can be complicated enough. Our job is to make the important things understandable — not to make advice sound complicated.
Long term over short term.
Wealth is rarely built through one decision. It is built through a series of sensible decisions made consistently over time.
People over platforms.
Technology makes investing easier. But when the decision matters, having someone you can call still matters.
You don’t need another financial app. You need someone who knows your story.
Someone you can call. Someone you can meet. Someone who understands that your money is connected to your family, your ambitions, your business, and your future. That’s what we’re building at Vision Investment.