Finance & Investment — District 7

When you actually need financial advice

Individuals typically seek financial advice when planning major goals like buying a home, funding a child's overseas education, or preparing for retirement, or when their income grows but they're unsure how to allocate cash flow. Businesses usually need advice when scaling up, preparing to raise capital, restructuring debt, or ahead of a merger or acquisition. If you're juggling multiple loans, insurance policies, and investments without a clear overall picture, it's worth meeting a specialist to organize things systematically instead of guessing on your own.

Choosing the right consultant

Before booking, review the consultant's experience and area of specialization (insurance, investment, corporate finance) and ask exactly what the session will cover and whether you'll receive a report or spreadsheet afterward. For high-value corporate services like valuation or financial due diligence, ask about the consultant's specific industry experience beforehand, since valuation methods differ across sectors. vServe displays contact details and service descriptions self-reported by providers, so you should discuss details thoroughly before confirming.

How booking works on vServe

Choose the service you need, send a quote request with a short description of your situation (e.g. how many loans you currently have, or your company's approximate revenue), and the provider will contact you with a specific quote based on complexity. Most services in this category use custom quoting since the scope of work varies widely between clients. Once both sides agree on scope and price, the session can take place online, at the provider's office, or at your location depending on the service.

What vServe does not do in finance

vServe is a marketplace, not an investment advisory firm, and does not recommend buying or selling any asset. vServe verifies a provider's business identity through their tax code and business registration certificate, but does not check professional financial advisory licenses, CFA or CFP certifications, or cross-reference providers against lists from the State Securities Commission or Ministry of Finance. You should ask consultants to show their certifications and relevant experience directly before signing any contract, especially for high-value packages.

Keeping your financial information confidential

Personal financial details or corporate financial statements are sensitive data, so before sharing detailed documents (bank statements, financial reports, loan agreements), agree with the consultant on confidentiality terms — for high-value services like M&A due diligence or business valuation, consider requesting a signed non-disclosure agreement (NDA). vServe does not store or process these documents; all file exchanges happen directly between you and the provider outside the platform.

Why prices vary so widely between packages

In the price table, a service like building a corporate financial model can range from 5 million to 80 million VND depending on company size, the number of scenarios to model, and the time needed to gather data. Similarly, pre-M&A financial due diligence ranges from 20 to 400 million VND depending on deal size and document complexity. Because the spread is so wide, most services in this category are custom-quoted once the provider understands the actual scope of your work.

Reference price table