S Venkat on Clubhouse

Bio

Banker | Investor | Advisor | Planner | Managing HNI Wealth | CFP

Member in Financial planning standards Board of India (FPSB)

CERTIFIED FINANCIAL PLANNER (CFP) out of 2000 planners in the country.

Decoding Jargon around personal finance | Helping you to overcome you behavioral biases around money

Specialist in :
💰Wealth Management
🏛Investments Advisory
🚦Risk Mitigation
🚑Insurance Assessment
💳Debt Management
💵Cash flow planning
🏡Networth Analysis
🏖Retirement Planning
🎯Goal Planning

Open to connect with :

Investors , Business owners , Private Banking clients  ,Equity , Mutual funds, International Investing , startups , Fixed Income,  Alternate Investments , Decoding Investments risk and reward, Personalized financial planning, Wealth creation.

Whatsapp @ +91 7200047444