Vijay Venkatasubramanian

Hello, I’m Vijay – your friendly guide to smarter financial goal planning and investment strategies. I believe that managing money doesn't have to be a maze of confusing jargon—it can be clear, approachable, and even a bit fun. With a knack for turning complex numbers into simple, actionable insights, I help people understand everything from treasury bills to estate planning, all while keeping ethics and fair play at the core. My background in event management adds a creative twist to my work, ensuring that every financial plan is as organized as it is innovative. Currently serving as a third Generation MFD/ Investor manager to over 350+ individuals/ HNI & UHNI's / corporates and managing over ₹130crores(1bn $) through Mutual funds and growing* & over 80 Crores in Fixed Deposits. Currently pursuing certification for CFP . AMFI Registered Mutual Fund Distributor. Let's connect and make finance a conversation that’s engaging, straightforward, and enjoyable!