Wealth SEVA financial Family Office firm has been started on one of the Tamil New Year day of 14th Apr2019 by Ezhil & Vijay. Both are ex-bankers with rich banking experience.
We are managing an AUM of 124 Crs. with the combination of Mutual Fund, PMS, Corporate Deposits & Bonds from HNIs, Large Corporate, NRIs and Retail Clients
If you are looking for a safe, reliable and happy journey to make wealth, you are at the right place
Ezhil has done his Master in Business Administration in Finance from Alagappa University, Karaikudi, Tamil Nadu and he is CFPCM, NISM and IRDAI certified.
He has worked with some of the leading financial giants like ICICI Bank Ltd, HDFC Bank Ltd. and Standard Chartered Bank PLC, building and leveraging client relationships for organisational growth. During his various stints, he has been responsible for managing over INR 125 Cr of AUM and a client base of 250 plus. His role offered him a great opportunity to gain immense knowledge of Investment products- Mutual Funds, PMS, Private Equity, Structures, Insurance and Assets- Secured and Unsecured Loans, apart from the regular banking products like CASA, Credit cards and expertise in Financial Planning, etc.
He has overall 17years of experience in Banking, Wealth Management and Financial Planning and also he is an ardent Soft Skills Trainer & Facilitator. He is a guest trainer for CAMS – who is the predominate Register & Transfer Agent for most of the Asset Management Companies in India and also as part of knowledge sharing he do Investor awareness program in many corporate.
Vijay has done his Master in Business Administration in Banking & Finance from Alagappa University, Karaikudi, Tamil Nadu and he is Certified in KYC &AML, NISM and IRDAI.
He is a competent Banker with Diverse & Dedicated experience of 11 years at Axis Bank & 4 years at IDFC First Bank. He has Spearheaded the Branch and built its base to a tune of Rs. 530 crs & Wealth Management Business to a tune of 100 Crs.
Through this 15 years of vast experience, He has enriched his knowledge across a diverse range of functions in Personal Banking, Investment Banking, NRI services, Online Banking, Customer support & Service, KYC, AML Compliance & FATCA.
His special ability in quick grasping and good rapport with clients, He understands their requirements and analyse their goal and risk taking capacity and charts out an efficient wealth management strategy at all times is one of his key successes.
At Wealth Seva, we truly understand your financial needs and hence our services revolve around the core values of the growth of customers and consider their unique perspective to craft highly customized financial plans. We are committed to establish trust worthy relationships with our clients and we always stand by what we say, thus nurturing fair dealings. We assure our accountability for our families’ generational success and strive to achieve that by upholding our promises.