Name: Mr. Ramachandran Srinivasan ,
Designation: Founder, Sharvagyaa Finance Former CFO Oakridge International School
Associated Since: 2001
Best Experiences with Wealth Munshi:
Designed Insurance Solutions: Niyesh , as an early part of Mr. Ram’s career, designed insurance solutions that are still in place today.
Comprehensive Solutions: Mr. Ram has used Wealth Munshi’s solutions at different stages of his career, and the solutions continue to be effective since last 2 decades.
Bouquet of Financial Services: Mr. Ram is amazed at the spread of financial services offered by Wealth Munshi and congratulates the team for providing a wide range of financial solutions.
Dependable Financial Partner: Mr. Ram emphasizes the importance of having a financial partner to depend on throughout one’s life, and that’s what he sees in Wealth Munshi.
Advice to Startups and Youngsters: Mr. Ram advises the current generation to have a dependable financial advisor, especially in today’s volatile world, to transfer risk to financial professionals and seek informed advice