S Venkatasubramanian
UV Invest – Wealth Management Services, Mumbai
S Venkatasubramanian has started this wonderful business in the year 2008 in the name of “UV Invest Wealth Management Solutions” based in Thane, Maharashtra. He and his team strive to provide honest solutions that meet the goals of our clients. His Firm's Vision and Mission are:
Vision: A stress-free, fulfilled financial life for all who come in contact with us.
Mission: To provide superior services to our clients by helping them to “preserve what they already have, protect them from financial uncertainties, achieve their financial goals and pass on their wealth to their heirs in the most efficient and suitable way”.
ES: Do you promote the idea of savings through MF SIP in your clients?
Mr. Venkat: We tell all our clients, especially youngsters that should start their SIPs right from their first salary and increase it as and when their income rises. Our recommendation is 30% of disposable income should be invested through SIP for long term wealth creation. The Power of Equity and the Power of Compounding would create magic given the time horizon they have. We believe everyone who have an income should invest through SIP.
ES: What advantages do you feel NJ E-Wealth offers to both Clients and Partners?
Mr. Venkat: The E Wealth Platform of NJ has made life easy for the clients and partners. The platform is user friendly and gives comfort to the clients since they do not have to go through the cumbersome procedure of filling up and signing forms for investments/redemptions. For the partners it is a great boon since it has done away with logistical issues and have enabled them to go global. We have clients in the USA, Canada, Belgium, Singapore, UAE, Malaysia and also from various parts of India. This is possible only because of this amazing NJ E-Wealth platform.
ES: lasting impact on you or your business as a financial advisor /distributor?
Mr. Venkat: Ever since we started to understand this business of financial advisory and started recommending investments to our clients, our aim has been to provide issue-based solutions to our clients. we have understood the tremendous responsibility we have towards those who trust us with their money, sometimes even with the entire corpus at their disposal. We invest their capital as if it is our own. This approach has enabled us to gain the trust of our clients.
ES: How do you assess /see the future of financial advisory business in India? How can we as Partners be ready / prepared to make the most of it?
Mr. Venkat: There is tremendous growth potential for the Financial Advisory business in India. Yes, there will be challenges, but then we need to accept every challenge as an opportunity, face it and be ready to race ahead.
ES: Can you please share your short term and long term targets for your business.
Mr. Venkat: My target to achieve 100 crores AUA by December 2019 and 1000 crores AUA by March 2025.