Venkateswaran, is a first generation entrepreneur in Financial Products Distribution. He is the Founder and Partner at Marina Wealth, an investment services firm based out of Chennai.
Venkateswaran is a Chartered Accountant, Cost and Management Accountant and a Certified Financial Planner with more than 24 years of experience in Financial Services Industry. Prior to Marina Wealth, Venkat worked with Banks like ICICI Bank, RBS, Morgan Stanley specializing in Capital Markets & Treasury Operations.
He sensed there is a gap in getting quality personal investment services and started Marina Wealth (earlier known as Acuwealth), a financial products distribution firm in 2012 at Chennai with a focus on client centricity, ethical selling and unbiased investment services.
Marina Wealth focuses on providing appropriate investment choices and building sustainable investment portfolios through Mutual Funds.
Venkat runs the firm along with his partner Prasanna and ably supported by his team.
Practice at a glance
24
Years of Experience
450
Families Served
₹500
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
CA – Chartered Accountant
Licenses Held
AMFI Registered Mutual Fund Distributor
Education
Formal Education
BCom – Bachelor of Commerce
Industry Education
NISM V-A – Mutual Fund Distributors Certification
Can help you to
Plan Complete Finances
Children’s Goals
Plan Retirement
Build Wealth
Can help you buy / invest in
Fixed Deposits & Bonds
Health Insurance
Life Insurance
Mutual Funds
Complimentary Services
Get any of the free services to experience working with Venkateswaran Muthukrishnan.