Wealth creates opportunity and risk. Today, as high net worth individuals and the mass affluent lead complex lives, you will need an adviser that truly understands your lifestyle, your goals and your passions. One who understands the risks that can undermine your plans and dreams and assist to map out the strategies that can manage these risks for you, your family and the betterment of generations to come.
Upon graduation from the National University of Singapore with majors in Economics and Statistics, Venka ventured into the financial services industry in 1992, rose through the ranks in AIA and established his mark consequently through good old fashioned hard work and commitment. On his love to work in the financial services industry, he says,
“It allows me to carry a miracle in my briefcase. I carry a promissory love letter that will secure the financial needs of one’s loved ones on the drop of a tear from a widow or an orphaned child. By taking the first step to effectively manage your risks and secure the future of your loved ones truly shows your love for your loved ones in making their dreams come true and ensuring they are free from financial toils.”
An accomplished Wealth Manager who is adept in advising high net worth and the mass affluent clients on their complex and challenging needs, Venka understands your needs and ensures that you, your family and even your business are financially safe, secure and confidently protected. With over 26 years of experience, Venka possesses a proven ability to develop and implement insurance and investment strategies that support the financial objectives of individuals and businesses.
Venka is a strong advocator of the necessity to plan and not to put off addressing vital financial and insurance matters. Akin to a full health screening, he feels that while many yearn for a clean bill of financial health, many may not know the problems till diagnosed. While the decisions lie in your hands, Venka is able to lay out the options for you.
Using a consultative approach, Venka analyses risk exposures and then offers a broad range of personalised solutions from wealth creation, wealth preser
vation to business succession strategies. Besides investment-linked insurance funds, he also advises on more complex personal insurance issues including retirement planning and estate planning as well as business insurance matters such as business continuity especially in family owned businesses, succession planning, corporate risk management and employee benefits and compensations.
He keeps up-to-date with changes in the industry through continuous professional development. A Chartered Financial Planner holding the Diploma in Life Insurance, he is a Life & Qualifying Member as well as a Roll of Honour Member of the Million Dollar Round Table (MDRT) since 1994, an independent association that is recognized internationally as the standard of excellence in the financial services business. MDRT (which represents top 6% earners in the global financial industry) members demonstrate exceptional product knowledge, outstanding client service and strict ethical conduct. As a District Director of Vision Financial, a corporate representative of AIA, he is a respected leader who helms a high performance team of more than 30 financial services consultants with clients in Singapore and globally.