Chandra Veshu
C.E.O & Director Wealth Pyramid Consulting Pvt. Ltd.
- Role
- Co-founder Director at Wealth Pyramid
- Location
- Chandigarh, IN
- LinkedIn followers
- 500 followers
About Chandra Veshu
We at Wealth Pyramid cater all your financial planning, taxation and insurance needs.# Financial Planning 1. Investment strategy development 2. Retirement planning 3. Estate planning 4. Tax planning # Investment Management 1. Portfolio management 2. Asset allocation 3. Securities selection 4. Ongoing portfolio monitoring and rebalancing # Asset Protection 1. Risk management 2. Insurance planning 3. Asset protection strategies # Retirement Planning 1. Retirement account management 2. Pension planning 3. Annuity planning # Estate Planning 1. Will preparation 2. Trust planning 3. Probate avoidance 4. Wealth transfer planning # Tax Planning 1. Tax optimization strategies 2. Tax-loss harvesting 3. Charitable giving planning # Other Services 1. Financial education and literacy 2. Investment research and due diligence 3. Portfolio performance reporting 4. Wealth transfer planning Wealth management services are provided by our Team of financial advisors, wealth managers, Our professional team has work experience of more than 14 years with clients to create personalized financial plans and investment strategies tailored to their unique goals, risk tolerance, and financial situation.
Experience
Co-founder Director
Apr 2017 — Present · Chandīgarh, IN
We at Wealth Pyramid we cater all your financial planning, taxation and insurance needs.# Financial Planning1. Investment strategy development2. Retirement planning3. Estate planning4. Tax planning# Investment Management1. Portfolio management2. Asset allocation3. Securities selection4. Ongoing portfolio monitoring and rebalancing# Asset Protection1. Risk management2. Insurance planning3. Asset protection strategies# Retirement Planning1. Retirement account management2. Pension planning3. Annuity planning# Estate Planning1. Will preparation2. Trust planning3. Probate avoidance4. Wealth transfer planning# Tax Planning1. Tax optimization strategies2. Tax-loss harvesting3. Charitable giving planning# Other Services1. Financial education and literacy2. Investment research and due diligence3. Portfolio performance reporting4. Wealth transfer planningWealth management services are provided by our Team of financial advisors, wealth managers, Our professional team has work experience of more than 14 years with clients to create personalized financial plans and investment strategies tailored to their unique goals, risk tolerance, and financial situation.
Education
Bharati Vidyapeeth
M. B. A Finance. , Finance and Financial Management Services
2012 — 2014
Thapar Institute of Engineering & Technology
B.Tech, E.C.E
SYMBIOSIS INTERNATIONAL UNIVERSITY
Master of Business Administration - MBA, Investment and Corporate Banking
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