Zreya in Sanskrit means trust. Our business is built on trust and transparency.
We at Zreya Wealth Solutions provide our clients with easy to use, simple to understand wealth management tools. We blend technology along with human touch to provide seamless and cost affective money management solutions. The tools we provide will simplify your financial planning process. 360 degree view and control on your personal finance is what you can expect by signing up with us. Comprehensive coverage on Mutual funds, Life Insurance, Health Insurance, Real estate Investments, Estate Planning, Loans, Tax planning is part of our service offerings.
Our motto at Zreya Wealth is to create Informed and Happy Clients.
Mr. Venkatesh T.K has been into financial services industry since 2002. He has been part of leading companies in financial services industry. He started his career as a sales executive in a leading broking firm selling mutual funds, life insurance.
As industry evolved advisory replaced selling and his last stint was with ICICI Securities as Regional Manager, Investment Advisory Services promoting fee based advisory services in the region.
He selected this profession by choice as it involves hand holding clients to fulfil their dreams and get compensated from happy clients.
Mr. Sivaram Iyer started investing in capital markets while in India, in 2002. His investment philosophy is an intersection of through fundamental evaluation merged with clear, rational analysis of the underlying macroeconomic environment.
His past time hobbies are distance running and writing on public finance, investments and economy.
Sivaram resides in Boston, USA, and is a Graduate in Finance from the prestigious Harvard University in Cambridge, USA.
Head – Operations
Ms. Anusheela Sharma hails from Guwahati, Assam. She has done BBA from St.Anthony’s College, Shillong. Post graduation, she started her career with HDFC bank in Sales and later moved into Operations. Anusheela has been in the industry for about 6 years in Operations across various segments of the financial industry.
Prior to joining Zreya, Anusheela was working with International Money Matters Pvt Ltd in the Operations team and was looking after Mutual funds,PMS and other products. In her free time, she loves traveling, and doing craft work.
Mr. Arun S.P hails from Coimbatore. He is an engineering graduate BTech (IT) from JJ college, Trichy and holds MBA from SRM University, Chennai. Prior to joining Zreya, Arun had a successful, 3-year stint with ICICI Securities, where he handled around 500 client portfolios AUM of 5Crores+.
Later on, Arun moved to Kotak Securities as a Dealer, where he put together, and executed strategies for trading client accounts in the stock market. Outside his career, Arun usually like to travel, explore new things, read books and like to play football.
Mr. Abhijeet Vidit is an MBA graduate from CMS Business school, Jain university in Finance and Marketing.
He has been in the industry for over 2 years with SBI Life & ICICI Prudential in investment planning and management. Outside his professional life, he loves to watch movies and play chess.
He is also interested in traveling. His favorite investment read includes ‘The intelligent Investor’.