At Vishesh Investments we follow our passions backed by expertise and experience. We started our journey of spreading financial awareness at all levels of society and making our clients’ lives safe, secured and wealthy from inception. During this long tenure we expanded our bouquet of services keeping in mind client’s needs and benefits. Extensive and unbiased research before we recommend any product to our clients and best in the class after-sales-service – are always our pillars of priority in everything we do.

I am Venkatesh, an AMFI certified Mutual Fund Distributor also a qualified Insurance Advisor / Certified Financial Planner.  I started as a Mutual Fund Distributor in 2016. I have been working as an insurance agent since 2010. With 14 years of experience in guiding clients to make investments and insurance choices, I have built a solid client base of over 300 clients, with most of them engaged in long-term investments through my services. I hold a Bachelor's degree in Science. I worked in the banking industry for over 17 years before transitioning into the investment space.

I have established myself as dependable as far as insurance and investments are concerned. I offer personalised financial planning and wealth management services as I firmly believe that, like you, your financial needs and aspirations are also unique and need to be addressed correctly. Designing, implementing and reviewing are fundamental to all my services. To me, all my relationships with clients are long-term – forever. I consider my clients as an extended family.

As time went by, I have emphasised on technology and ease of access to services. I keep client dashboards updated and handhold them with reports and monthly updates and, at the same time, guide you for further actions that need to be taken. I keep transparency throughout my services.