We at Vridhi Investment are privileged to have Mr Vivek Karwa as our chief analyst. A company in Personal Finance and Investing requires an experienced person who can guide the whole team, work in the client’s interest. Mr Vivek Karwa is in the Financial Services business since the year 2002, which gives him and us a robust experienced-based work environment where we can handle all situations and requirements a client may come across.
Vivek Karwa is a well-known personality in the financial services industry. He is a Bachelor of Commerce, Certified Financial PlannerCM, M.B.A. in Marketing, student of Economics and a student of Law by education. He is a Techno-Fundamental Analyst and an Investments Enthusiast. He is in the financial services industry since the year 2002 and has seen all the possible ups and downs in the sector.
Vivek Karwa is a CFPCM with the highest ‘Grade-A’ certification granted by the Financial Planning Boards. He is also an AMFI certified Mutual Funds Distributor and IRDA Certified Insurance Agent.
Vivek Karwa is expert in all aspects of Personal Finance and has helped Retail Investors, Middle Class, High Net-worth Individuals, Special Groups, Celebrities, Professional Groups, Companies and Trusts. The clients include Indians living across the country and the world who invests in India through Vridhi Investment.
Current Activities of Vivek Karwa, CFPCM
- Heading Vridhi Investment
- Vivek Karwa appears regularly on various English, Hindi and Tamil television channels in their programs and debates on the financial sector, economy and the share market.
- He contributes articles and opinions to various print magazines, newspapers and internet magazines.
- He is a guest faculty and speaker at various colleges and institutes.
- Vivek Karwa is an empanelled trainer for different companies, mutual fund companies, stock exchanges BSE and NSE.
- Vivek Karwa is the President at IFPA – Independent Financial Professionals’ Association 2019-21
- Chairman of Expert Committee on ‘Investment, Capital Markets & Insurance’ at the prestigious Hindustan Chamber of Commerce 2019-20.
- Councilmember at Hindustan Chamber of Commerce 2019-20.
- He has been a councilmember of Hindustan Chamber of Commerce numerous times.
- Secretary of Tamil Nadu Financial Planners Association 2009-11
- Member of Tamil Nadu Traffic Wardens Association since 2001, served as Duty Planning officer for little more than four years.
- Management Committee Member of SEBI Registered Tamil Nadu Investor’s Association from Jul’2009 – Dec’2011
- Vice – President of IFPA 2017-19
- Sales consultant at Financial Planning Standards Board till 2011
- Secretary of M-Circle Chennai -1 2019-20
- Internet ad Social Media
- A keen watcher of public life and politics
- A part-time actor. You can watch him on TV Serials and Movies.
- A vivid Traveler, so passionate that writes on FlyWalkSwim
for more you can search by typing #VivekKarwa on your internet browser.
Social Media profiles of Vivek Karwa – do connect.