by Sureshkumar R, Founder
About
Ram
Financial Wellness Pvt Ltd is a financial services company based in Chennai,
India. Mr R. Suresh Kumar founded the company in 2000 to help individuals and
families achieve their financial goals and secure their futures.
Ram
Financial Wellness is located at Creative Enclave, No.148-150, Luz Church Road,
Mylapore, Chennai 600 004, and serves investor clients in and around Chennai
with its current staff strength of 6. The company is an AMFI registered Mutual
Fund Distributor (ARMFD), and its services have covered more than 500
households with over Rs. 200 crores of Assets under Management.
The
company deals with Mutual Funds, Corporate Deposits, Stock Broking, Insurance
(Life and general), and Bonds. The team at Ram Financial Wellness works closely
with clients to understand their financial objectives, risk tolerance, and
investment preferences and provides personalized financial services tailored to
their specific needs.
Ram
Financial Wellness is associated with top mutual funds in India to provide a
wide range of investment options, including funds from HDFC, ICICI Prudential,
Nippon Life, Aditya Birla Sun Life, Kotak Mahindra, SBI, Canara Robeco, Tata,
Franklin Templeton, Quant, Sundaram, DSP, and Edelweiss.
Ram
Financial Wellness's key strength is its commitment to client-centric services.
The firm prioritizes building long-term client relationships and maintaining
high transparency and integrity in its operations. It takes the time to
thoroughly understand its client's financial objectives, risk tolerance, and
time horizon to suggest customized investment plans that align with their
goals.
The brand
"Fundzavenue" represents Ram Financial Wellness Private Limited.
Fundzavenue is a more user-friendly brand name that makes it easier for clients
to understand the company's services. The name "Fundzavenue" also
suggests that the company is a one-stop shop for all things related to mutual
funds, which can be helpful for clients looking for a simple and convenient way
to invest. Online investments can be made through their website and app.
Ram Financial Wellness Pvt Ltd is a highly respected financial services firm in Chennai. It is known for its ethical practices, personalized approach, and commitment to financial education. The firm has helped countless individuals and families achieve economic security and peace of mind.
