Venkatraman S, CFP®️

A seasoned Private wealth management professional with over 18+ years of experience in banking and financial services. I work closely with Business promoters/CXOs ,HNIs, UHNIs, family offices and to build, protect, and grow wealth through personalized, goal-based investment advisory and funding solutions. My advisory approach is built on clarity, consistency, and client-first thinking. I’ve had the privilege of working in Wealth segment with reputed Banks like ICICI ,HDFC and SBI.I continue to serve as a trusted partner to my clients -helping them make confident financial decisions across generations.📌 My core belief: True wealth management is not about products -

it’s about purposeful planning and trust. My Top Credentials:

(Globally recognized professional certifications)• Certified Financial Planner (CFP®)• Moody’s – International Wealth Management(Regulatory Compliance certifications by SEBI)• NISM Series XV – Research Analyst• NISM Series XIII – Common Derivatives• NISM Series XXI-A – Portfolio Management Services• NISM Series V-A – Mutual Fund Distributor