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Venkatesh Chagi | Vistaya Enterprises LLP | BengaluruVenkatesh Chagi | Vistaya Enterprises LLP | Bengaluru

Venkatesh Chagi

Vistaya Enterprises LLP•Bengaluru,KA
S418. Manipal Centre, South Block,
Bengaluru, KA, 560042
S418. Manipal Centre, South Block, Bengaluru, KA, 560042
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About

I am Personal Finance Professional (PFP) who is passionate about adding value to people’s lives by coaching them in the path of achieving their financial goals. By background I hold mechanical engineering degree and MBA from the prestigious ICFAI Business School, Hyderabad. Has more than 18 years of experience in the financial services sector and has worked in prestigious organizations such as HDFC Bank. I am a CFP (Certified Financial Planner) from FPSB (Financial Planning Standards Board) & QPFP which are Gold standards in the field of financial planning and Wealth management. Established the wealth management firm“Vistaya” located off MG Road, Bengaluru. Specialized in providing customized goal based financial solutions through investment tools such as Mutual Funds, SIPs, PMS Fixed deposits, etc. Catering to requirements of individuals, households, corporates and HNIs. Strongly believes in contributing to the society by spreading financial awareness.

Practice at a glance

20
Years of Experience
65
Families Served
₹40
Crores Managed

Practice Details

Min Monthly Investment: --
Min Lumpsum Investment: --
Nature of earnings:Commissions
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:
Language Spoken:

Qualification Completed

CFP – Certified Financial Planner

QPFP – Qualified Personal Finance Professional

Licenses Held

AMFI Registered Mutual Fund Distributor

IRDAI Licensed Insurance Agent (General)

IRDAI Licensed Insurance Agent (Life)

Education

Formal Education

BE – Bachelor of Engineering

Industry Education

NISM V-A – Mutual Fund Distributors Certification, NISM X-A – Investment Adviser Level 1, NISM XVII: Retirement Advisor Certification

Can help you to

Plan Complete Finances
Children’s Goals
Organize Financials
Buy a Home
Invest for Goals
Plan Retirement
Save Taxes
Build Wealth
Make a Will / Trust

Can help you buy / invest in

Fixed Deposits & Bonds
Other Insurances
Health Insurance
Life Insurance
Mutual Funds

Complimentary Services

Get any of the free services to experience working with Venkatesh Chagi.

Financial Goals Analysis
Financial Health Check-up
Organize Financial Info & Docs
Insurance Portfolio Review
Mutual Fund Portfolio Review
One Page Financial Blueprint
Retirement Readiness Check