Veeraraghavan Viswanathan Email & Phone Number

Hi, I'm Veeraraghavan Viswanathan, the Chief Executive Officer at Lumiq Wealth.My journey in finance began at Artha, a boutique investment bank, where I worked in their valuation team. I then transitioned to Centrum, a prominent financial services conglomerate, gaining invaluable experience in forex and wealth management verticals.Continuing my career trajectory at StockAxis, a leading equity advisory firm, I spearheaded the client acquisition team, refining my skills in engagement and acquisition. This journey led me to my role as a Cluster Manager at Motilal Oswal, one of India's premier financial services firms. Here, I managed investments for High Net Worth Individuals, providing comprehensive advisory services covering equity, debt, alternate investments, and estate planning.Beyond Lumiq Wealth, I actively contribute to Timeslider, an ad-tech startup, fostering the growth of the digital media agency.At Lumiq Wealth, we're dedicated to making investing easy and personalized for you. Our platform provides the tools to take control of your financial future, offering unbiased solutions tailored to your unique goals. Our diverse team, with backgrounds in asset management, hedge funds, financial advising, banks, and the IMF, combines expertise to navigate the financial world.Recognizing the overwhelming nature of navigating finance, our primary objective is to simplify the investment process. We envision a future where financial empowerment is within reach for everyone.Embark on this transformative journey with me at Lumiq Wealth. Join the revolution!

Listed skills include Portfolio Management, Microsoft Office, Analytical Skills, Risk Management, and 7 others.

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  Institute Of Management Technology, Ghaziabad

  Management