About us
Venn Wealth is a SEBI Registered Investment Advisor (RIA) based out of Bangalore.
We are passionate about personal finance and helping families meet their financial objectives; currently manage over 1100 Crores in assets for 150+ families spread across the world.
We are a core team of individuals with over 60 years of work experience in the personal finance industry covering key aspects of the practice. Our team of experts in personal finance and behaviour management are here to create value for our clients.
We are a fee based service not biased or influenced by products or standalone investment opportunities. The clients’ interest is first in all the advice we give and the decisions that we make.
Making the right decisions is extremely important to keep the fiduciary status and standards. As business owners we are driven and committed to make the right decisions for our clients’, for in their success, lies the success of our business and its reputation.
Our fee structure and relationships with other associates are transparent.
Co-Founders
Partner
Uday Dhoot
Uday Dhoot has almost 20 years of experience in the field of wealth management and investment advisory. He has tried his hand in building a robo advisory platform for youngsters.
Before this he was the Deputy CEO of International Money Matters Pvt Ltd a well renowned investment advisory and financial planning firm. He was responsible for the research, technology and business development functions at IMM and played a critical role in the growth of IMM from its starting days.
He had also founded IntyGritty Financial Solution, that is currently serving investors in the North Eastern part of the country.
He is the founding Executive Member of Council of Financial Planners India, a local community of Certified Financial Planners in Bangalore. He also plays an active role in the local CFA Society.
He is a Bangalore University rank holder during his BBM days, after which he had completed the Certified Financial Planner program and is a Chartered Financial Analyst from CFA Institute of USA. He was India’s first to get the CIPM certificate from CFA Institute of USA. He can be regularly seen in news channels such as CNBC Awaaz, CNBC TV18, ET Now and you can find his quotes & articles in various newspapers and magazines like Outlook Money, ET, Mint, Money Control , etc.
Uday is a marathon runner and daily yoga practitioner.
Partner
Vikram Singhvee
Vikram Singhvee has over 14 years of experience in the space of wealth management and investment advisory. He is a Certified Financial Planner from the Financial Planning and Standards Board, India and holds a master’s degree in Accounting and Finance from the University of Manchester, UK.
Before this he was heading the Relationship Management and Advisory team for South India at International Money Matters Pvt Ltd, a well renowned investment advisory and financial planning firm and was also a part of their leadership team. He is a people person and this can be seen quite evidently in the relationships he has forged with his clients over these years.
Vikram is an ardent sports follower with football and cricket being his main interests and loves to travel with an intention to see a new destination every year!
PARTNER
Nehal Merchant
With over 17 years of experience in the industry. Nehal has an in-depth understanding of the Capital Markets and its functioning from all aspects. A commerce graduate from Sri Bhagwan Mahaveer Jain College and an AFP, he has developed a passion for Technology & Computer Science as well. Nehal has completed both levels of NISM - Investment Advisor Certifications.
Keeping up with the latest investments ideas and analysis of financial markets are his passions. In his previous assignment as National Head - Operations, Technology & Quality at International Money Matters Pvt. Ltd, a well known investment advisory firm, Nehal was a part of the leadership team and has experience in training & managing large teams under his functions. He has worked on several transformation projects, integrating systems and processes that helped the organization to scale up.
He enjoys tackling the regular challenges that arise in the ever evolving business that come about due to change in technology, practices and compliance norms.
PARTNER
Rachita Maheshwari
Rachita Maheshwari comes with over 12 years of experience in the space of Personal finance & capital markets. She holds an MBA degree in Finance from Symbiosis Institute of Business Management. She is deeply interested in Macroeconomics as a subject.
Prior to joining Venn Wealth as a Partner, she worked with ICICI Securities Ltd at a leadership role for a short stint and spent over 9 years with International Money Matters where she was responsible in setting & managing NRI Vertical and thereafter managing the Mumbai region for them. Rachita was also a part of the leadership team there and her ability lies in being analytical, process-oriented & forging relationships with her clients.
She is very interested in sports and wishes to learn to play Badminton & Lawn Tennis, while cricket continues to be her first love.