M. Venkateswaran, A.C.A., Grad.CWA., CFPCM is the Founder and CEO of Acuwealth Advisors. In addition to being a Chartered Accountant, he carries specialized qualifications in Financial Planning and Advisory services.
He is a Certified Financial Planner from Financial Planning Standards Board India and also an AMFI Certified Mutual Fund Distributor.
Venkat spearheads the firm as Principal Financial Planner and handles all aspects of client relationship management and business development.
Prior to Acuwealth Advisors, he was a Vice-President with Morgan Stanley. He has more than 15 years of experience in Financial Services industry and has served in Senior Management roles in global financial corporations like Royal Bank of Scotland, ABN AMRO, American Express & ICICI Bank.