Logo
Logo
Logo
Search By Categories
By Needs
  • Loading...
By Products
  • Loading...
By Specializations
  • Coming soon
Professionals Get ListedDownload Free Guidebook
Get Financial Wellbeing Check-Up
Logo
Logo
Martyn Varghese | Wealthsmart 360° Vantage | BengaluruMartyn Varghese | Wealthsmart 360° Vantage | Bengaluru

Martyn Varghese

Wealthsmart 360° Vantage•Bengaluru,KA
3rd Floor, Coronet Commercial, Above Reliance Digital & AOL, Marathahalli Sarjapur Road, Bellandur,
Bengaluru, KA, 560102
3rd Floor, Coronet Commercial, Above Reliance Digital & AOL, Marathahalli Sarjapur Road, Bellandur, Bengaluru, KA, 560102
View LinkedinView Website
LinkedIn
About

Currently, leveraging over two decades of work experience in corporate finance and market research into : • Developing analytical models and active portfolio management strategies • Hand holding affluent investors and institutions through the complexities of modern markets • Building a passionate team with a challenging mission to help families and business owners in aligning their wealth with clear goals. Previously, over two decades of work experience, with prime focus on : • Business financial modelling • Valuation under different frameworks - Ownership Stock, Business Intangibles and more • Financial due diligence & Forensic Audit on behalf of investors • Conducting market and industry specific research in determining and analyzing the target companies on behalf of PE/VC/FII investors. • Business restructuring, Project funding & Corporate tax planning

Practice at a glance

3
Years of Experience
60
Families Served
₹150
Crores Managed

Practice Details

Min Monthly Investment:₹1,00,000 & more
Min Lumpsum Investment:₹5,00,000 & more
Nature of earnings:Commissions
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:NRI / OCI, Senior Citizens / Retirees, Business & SME Owners, Professionals (CAs, Lawyers)
Language Spoken:Hindi, Telugu, Tamil, Kannada, Malayalam, English

Qualification Completed

CWM – Chartered Wealth Manager

Licenses Held

AMFI Registered Mutual Fund Distributor

ARN-189318

IRDAI Licensed Insurance Agent (General)

I-241138N0064358

IRDAI Licensed Insurance Agent (Life)

I-251138L0371630

APMI Registered PMS Distributor

APRN-03596

Education

Formal Education

BCom – Bachelor of Commerce

Industry Education

IRDAI IC 34 – General Insurance Agent Examination, IRDAI IC 38 – Life Insurance Agent Examination, IRDAI IC 33 – Health Insurance Agent Examination, NISM XXI-A – Portfolio Management Services Distributors, NISM V-A – Mutual Fund Distributors Certification, NISM XV – Research Analyst Certification

Can help you to

Organize Financials
Invest for Goals
Plan Retirement
Save Taxes
Make a Will / Trust
Buy Right Insurance
Reduce Loans & Debt

Can help you buy / invest in

Fixed Deposits & Bonds
Health Insurance
Global Investing
Life Insurance
Mutual Funds
NPS & Govt Schemes
Stocks & Equity
Home Loans
Loan Against Securities
PMS
SIF
AIF

Complimentary Services

Get any of the free services to experience working with Martyn Varghese.

Financial Goals Analysis
Organize Financial Info & Docs
One Page Financial Blueprint
Risk Profile Assessment
Financial Wellbeing Workshop