KrishnaveniPersonal Wealth Manager

contact details

+65 9108 1961

Social Profiles

    With my legal and administrative experience, I am well structured and Systematic in the way I handle my clients finances. that has assisted me in helping my Clients’ acquire a Sound Financial Plan and a meaning retirement.

    Never put off for tomorrow what you can do today.

    A meaningful moment I had in this career was when one client refuse to take up rider for medical plan but my I manage to stress the importance and shared the impact that would be detrimental to their portfolio. After much education and sharing, she reluctantly added the rider and I was very grateful that the decision allowed her to claim more than 300 K for a medical condition in the later years. she was also Grateful to me For coaxing her to take up the rider has she later realised the importance of medical protection.