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.