Venkatesh Chagi

I am passionate about adding value to people’s lives by coaching them on the path of achieving their financial goals. By background I am a mechanical engineeri & MBA from the prestigious ICFAI Business School, Hyderabad. Having more than 18 years of experience in the financial services sector in wealth management, risk and retirement planning, loan services, retail banking and as head of relationship banking. Have also worked in prestigious organizations such as HDFC Bank Wealth, Max Life, CitiFinancial and IndusInd Bank (erstwhile Ashok Leyland Finance). Also a CFP (Certified Financial Planner) from FPSB (Financial Planning Standards Board) which is a Gold standard in the field of financial planning and Wealth management.