Welcome to WALDAL WEALTH : "YOUR MILESTONES,OUR GUIDANCE"
Waldal Wealth amfi registered mutual fund distributor operated by M Venkataraghavan, feel free to browse my website which will help you to identify potential opportunities that may fit your needs. By using our goal and dream calculators, articles, videos, research reports and other tools, that will help you to ignite your interest.
Explaining how changing financial conditions, help you and how inflation impacts your dreams and goals for your dear ones. As a finance professional i look forward.
The Chartered Wealth Manager® certification, the exclusive Wealth Management credential in India, covers vital aspects such as Investment Strategies, Life Cycle Management, Intergenerational Wealth Transfer, and more. In response to industry demands for skilled professionals in personal financial advisory services, including Wealth Management, Private Banking, and Family Offices, the CWM® certification equips candidates with the precise skill set needed to excel and stand out in the competitive landscape. #WealthManagement #CWMcertification.
If you have any queries or want to scheduled a meeting to discuss your specific questions you can email me at connect@waldalwealth.com or call +91 9923357534. Thank you, I look forward to speaking to you.
Address : N0-20, 3B 3rd floor, South Mada Street Srinagar Colony, Saidapet Chennai - 600015
Products: Mutual Funds, PMS, AIF, Life Insurance
Since starting the business I don't have any client testimonials.
Registered domain name : waldalwealth.com
Mission
We help our clients to "preserve" what they already have, prepare themselves for financial uncertainty in the most efficient manner possible
We provide unique options to clients based on their requirement and risk profiles through our professional experience and analysis.
Vision
Our vision is to be trusted and respected by our families, clients, and profession as the model of helping them by managing risk, focus on stability rather chasing quick returns that helps a transition through life's financial cycles.
M Venkataraghavan CWM®
Chartered Wealth Manager®
27+ years experience
The only source of knowledge is experience
Why WALDAL WEALTH
Character ,competence and a long term focus to stay in business. M Venkataraghavan , founder and managing partner at waldal wealth Former vice president and south india head at axis mutual fund . 27 years experience in financial services industry managed retail distribution and institutional business in the mutual fund industry space have gone through different market cycles ."the only source of knowledge is experience".
Economics graduate , mutual fund and pms certified distributor.
Some of the large companies worked for before setting "Waldal Wealth".
- TATA FINANCE PRIVATE LIMITED
- WAY 2 WEALTH SECURITIES PRIVATE LIMITED
- CHOLAMANDALAM INVESTMENT & FINANCE COMPANY LIMITED
- DSP MERRILL LYNCH MUTUAL FUND
- MIRAE ASSET MUTUAL FUND
- AXIS MUTUAL FUND
Accomplishments
