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Venkatesh V Chagi, Cfp® is listed as Founder at Vistaya, based in Bengaluru, Karnataka, India. AeroLeads shows a matched LinkedIn profile for Venkatesh V Chagi, Cfp®.
Venkatesh V Chagi, Cfp® previously worked as Private Banker at Hdfc Bank and Relationship Banking Head at Hdfc Bank. Venkatesh V Chagi, Cfp® holds Master Of Business Administration (Mba), Marketing from Ibs Hyderabad.
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Investment Enthusiast || Wealth ManagementMore than 17 years experience in Banking and financial services.
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Bengaluru, Karnataka, India
Goal based investing through Asset allocation. Regular review and monitoring.Investments through Mutual Funds, SIPs, PMS, Fixed Deposits, Gold bonds. Retirement Planning solutionsInsurance planning-Health and Life insurance. Tax optimisation-80C, 80D, Capital Gain Bonds
Bangalore
Managing HNW customers of the Bank
Mysore, Karnataka, India
Recruitment , training and sales responsibility for life insurance through agency model
Mysore, Karnataka, India
Responsible for small ticket personal loans and driving Direct sales team.
Mysore, Karnataka, India
Auto loans sales and end to end process and collections
Activities and Societies: Project Leader in the Final Year B.E.Vijayanagar Engineering College, Bellary
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Venkatesh V Chagi, Cfp® works for Vistaya.
Venkatesh V Chagi, Cfp® is listed as Founder at Vistaya.
Venkatesh V Chagi, Cfp® is based in Bengaluru, Karnataka, India while working with Vistaya.
Venkatesh V Chagi, Cfp® has worked for Vistaya, Hdfc Bank, Max New York Life Insurance Comp Limited., Citi India, and Ashok Leyland Finance.
You can use AeroLeads to view verified contact signals for Venkatesh V Chagi, Cfp® at Vistaya, including work email, phone, and LinkedIn data when available.
Venkatesh V Chagi, Cfp® holds Master Of Business Administration (Mba), Marketing from Ibs Hyderabad.
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