BALAKRISHNAN VENTAKRAMANI (DIRECTOR OF VENSIVA FINANCIAL SOLUTIONS)
- AUM as of now: 96 crores (as of 5th July 2023)
- Client base: 400+ clients worldwide
- Employees: Dedicated team of 12 employees
- Office Location: Goregaon East, Mumbai, India
Welcome to Vensiva Financial Services – a one-stop solution for all your financial needs. With over 17 years of experience in financial services and product distribution, Vensiva has been catering to more than 400 clients worldwide.
Vensiva’s founder and director, Balakrishnan Venkataramani, is a well-respected name in the world of finance. With over two decades of experience in financial planning and wealth management, he has helped countless individuals and businesses achieve their financial goals.
Mr. Balakrishnan is a Certified Financial Planner (CFP) and is known for his deep understanding of financial products, his ability to navigate complex financial markets, and his commitment to his clients.
Despite his extensive knowledge and expertise, Mr. Balakrishnan remains humble and grounded. He is a firm believer in continuous learning and development and strives to stay up-to-date with the latest developments and trends in the industry. He has built a team of highly skilled and dedicated professionals who share his vision and work towards achieving it. He leads by example and inspires his team to be the best they can be.
Under Balakrishnan’s leadership, Vensiva has grown into a leading financial planning and wealth management firm with a global footprint. His commitment to his clients, his passion for financial planning, and his dedication to excellence have set a high bar for the entire industry.
Vensiva’s approach to financial planning is different from that of other firms. They believe in educating their clients and empowering them with knowledge, so they can make informed decisions about their finances. They believe that by helping their clients achieve their financial goals, they are not only benefiting the clients but also contributing to the greater good of society. The company takes pride in its ability to help individuals and families plan for their future and achieve financial security.
One of the things that set Vensiva apart is their use of vision boards for goal planning. This approach allows their clients to visualize their financial goals and create a roadmap to achieve them. The firm also offers a range of financial planning services, including retirement planning, tax planning, estate planning, and investment management.
But what really makes Vensiva stand out is their commitment to their clients. They personally meet each and every client, be it in Mumbai, Doha, or even Dubai, making sure that they are always there for their clients when they need them. The team treats every client like family. They take the time to understand their client’s goals, needs, and preferences and tailor their services accordingly.
Vensiva’s team is a group of highly professional and qualified individuals who are committed to delivering exceptional services to their clients. Each team member has a deep understanding of financial planning and wealth management, and they use their expertise to help their clients achieve their financial goals.
They treat each client as a unique individual with their own specific needs and goals. This means that each client receives personalized attention and support throughout their financial journey. Whether you are a first-time investor or a seasoned one, Vensiva has something to offer you.
Sachin Gupta and Khyati Tripathi are the oldest and most experienced employees at Vensiva Financial Services, having been with the company since its inception in 2006. They have played an integral role in the growth and success of the company and have helped shape its culture of personalized service and excellence.
Sachin Gupta is a senior financial advisor at Vensiva. He is known for his deep knowledge of financial products and his ability to provide sound financial advice to his clients. Sachin’s clients appreciate his honesty, integrity, and his commitment to helping them achieve their financial goals.
Khyati Tripathi, one of the senior employees at Vensiva Financial Services, strongly believes in the power of helping people. She is known for her warm and friendly demeanor and her ability to build strong relationships with her clients. She believes that when you help others, you receive blessings and goodwill in return. This philosophy is at the heart of Vensiva’s approach to financial planning.
Both Sachin and Khyati embody the values and culture of Vensiva Financial Services. Their longevity and dedication to the company are a testament to the positive work environment and culture that Vensiva has created.
Over the years, Vensiva has earned a reputation for excellence in financial planning and wealth management. Their clients have always been their first priority, and their mission is to delight them by providing the best possible services and solutions.
If you are looking for a firm that combines expertise, personal attention, and a unique approach to financial planning, look no further than Vensiva Financial Services. With their commitment to their client’s success and their passion for financial planning, they are sure to exceed your expectations.
