Ultimate Wealth Managers Pvt Ltd - Mutual Fund Distributors
Member since Jul 8, 2013
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About Me
Ultimate Wealth Managers Pvt Ltd was started in Nov 2003 with an objective to provide unbiased advisory and excellent service standards. We regard client confidentiality as paramount and can boast of having more than 1200 customers who consider us as the "Ultimate" destination for their financial requirements.
Looking back Into the past 12 years of our journey, we have several proud moments to it the improvement in our clientele base, or the enhancement in our turnover, or the continued patronage of our investors, or the awards and accolades that have brought glory to our name.
Today, Ultimate is a befitting combination of qualified and competent people with our own research desk and specialised teams providing investors with tailor made solutions to meet their financial goals
About Work Experience
L Sridharan ( LSN )
Managing Director
LSN is the founder promoter of Ultimate, aged about 54 and bubbling with tons of energy. He is a veteran in the financial services industry with an experience of over 2 decades. His previous assignment was with Karvy as Country Sales Head and prior to that, he had worked for organisations like HUL, Cadburys, Garden etc and way 2 wealth. His expertise comes from a combination of experience, relationship management and hard work. He is a connoisseur of Carnatic music and one can find him glued to music during his leisure time.
K V Vardhan (KV)
CEO
KV has rich experience of around 20 years in financial services space. He Has worked in Asset Management Business, Banking, Stock broking and Wealth advisory business. His expertise lies in providing value advisory to investors. Prior to joining Ultimate KV was Vice President at Morgan Stanley Investment Management and before that he held key positions with organisations like Motilal Oswal Securities, ABN Amro Bank, HDFC Asset Management, HSBC etc. KV is a post graduate diploma holder in Business Management and a commerce graduate. He is an avid traveler and a badminton player.
Experience & Qualification
Qualification
Graduate
Experience as an Advisor
22 Years
Total work Experience
15 Years
Services and Advisory Offered
Mutual Fund
General Insurance
Post Office Schemes
Tax Consultancy
Share Trading & Demat
Portfolio Management Schemes
IPOs, Bonds & NCDs
Housing Loans
Share Tips & Trading Tools
Fixed Deposits
Affiliations
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Not Specified
Awards & Recognition
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CNBC TV18 Award Winners 2013-14 AND 2015-16
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KAMFA BEST IFA OF
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Reliance Think BIG
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KAMFA Lifetime Achievement Arard
Address
Ultimate Wealth Managers Pvt Ltd
45 46 47, PRABHA ARCADE, VIVEKANANDANAGAR,
KATHRIGUPPE MAIN ROAD,
Banashankari Iii Stage,
Bangalore,
Karnataka, 560085
LICENSE
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Mutual Fund -
ARN No.
84328 - Validity -
16-12-2019
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