KV Vardhan

Senior advisor, Founder and Chief Executive of Arthayog

I KV Vardhan (KV), have over 20 years of experience in BFSI (Banking and Financial Services) sector. I have worked in Banks, Mutual Funds, Stock Broking and Wealth Management industry and I am truly passionate and determined about providing quality bespoke financial offerings to investors.

Prior to starting Arthayog, I have gained valuable experience by working for reputed institutions like HSBC Bank, HDFC Asset Management Co, ABN Amro Bank, Motilal Oswal Securities, Morgan Stanley Investment Mangement and Ultimate Wealth Managers. I am an avid traveller and a passionate badminton player.

Working together, we will establish a path to your financial success. A relationship with Arthayog begins with a conversation. We invite you to contact us today to start your journey.

1999

Was liability sales officer offering Bank accounts and other bank related products to investors at HSBC Bank in Hyderabad.

2000

Manager at HDFC Asset Management Co.Ltd, was part of the initial team which had started and set-up HDFC Mutual fund in India, I was instrumental in launching HDFC MF Brand in Hyderabad ( AP ).

2005

Asst Vice President ABN Amro Bank and head of Investment services division at Hyderabad location. Managed investors across segments with team of Investment counsellors and helped investors build wealth.

2008

Was Vice President at Morgan Stanley Investment Management (P) Ltd heading south India business and was part of the strategy team at MS based out of Bangalore.

2014

Joined Ultimate Wealth Manager as CEO to provide quality and unbiased advisory services and help individuals and their families create wealth. During my stint at Ultimate Wealth Managers we were awarded the best financial advisor award by CNBC TV 18 for South India.