Veeraraghavan Viswanathan, Lumiq Wealth's Chief Executive Officer, is a seasoned professional with a versatile background in finance and wealth management.
With a post-graduation from IMT Ghaziabad, Veeraraghavan commenced his career at a boutique investment bank, making significant contributions to their valuation team. Subsequently, he extended his expertise to a prominent financial services conglomerate, where he worked across forex and wealth management verticals.
During his tenure at a leading equity advisory firm, Veeraraghavan served as the head of the client acquisition team for two years. His adeptness in client engagement and acquisition led him to become a Cluster Manager at one of India's premier financial services firms, where he successfully led a team of wealth managers for two years. In this role, he managed the investments of High Net Worth Individuals, offering comprehensive advisory services in portfolio building across equity, debt, alternate investments, and estate planning.
In addition to his pivotal role at Lumiq Wealth, Veeraraghavan actively contributes to an ad-tech startup, fostering the growth of a digital media agency, where he holds the position of Chief Operating Officer, overseeing business operations. His diverse skill set further extends to consultancy roles, where he imparts valuable expertise in fundraising and business advisory for various firms.
Veeraraghavan Viswanathan's dynamic leadership and comprehensive industry knowledge position him as a key contributor to Lumiq Wealth's journey towards excellence in wealth management services.
