Srinivas B G is the Founder Partner of Invictus FinServ LLP, a post Graduate in Marketing,and a certified Financial Goal Planner from American Association Of Financial Management. He is having an impeccable track record of 3 decades in financial industry, managing wealth of UHNI/HNI’s and corporates across the Investments spectrum. His last assignment was with IDBI Asset Management as Vice President. and earlier assignments were with JM AMC and Alliance Capital AMC as Regional Head. He is Passionate about Research and had conducted many Financial Awareness programs. He Strives to add value to clients on wealth management platform by unfolding his rich experience and expertise acquired servicing the clients.
Krishnaveni M, Co-Founder, a dynamic, enthusiastic & passionate leader with over 2 decades of work experience in financial industry with India’s most reputed organisations like KFintech, Muthooth Fincorp, Reliance, JM Financial etc. She have a great amount of experience and expertise in managing company Operations & Administration, staunch believer of clients interest first and leaves no unturn stone to meet clients service expectations , aptly builds healthy and long term relationships. Passionate about cooking, music and a nature lover.
Ramu C, Chief Executive Officer (CEO) at Invictus FinServ LLP, is a seasoned financial expert with 30+ years of experience in wealth management for Ultra High Net Worth Individuals (UHNI), High Net Worth Individuals (HNI), Family Offices, Corporates, and Trusts.
Previously, he held notable roles at JM Financial (2005-2020) as Director-Wealth Management, Karvy Investor Services Ltd (1992-2005), Shalivahana Finance Ltd (1995-2000), and Roneo Vickers India Ltd (1990-1995). Ramu's achievements include managing over $1 billion in assets under management (AUM), serving 200+ clients, and fostering enduring relationships with esteemed clients such as Dr. Reddy Laboratories Ltd, Gland Pharma Limited, Nava Ltd and Cyient Ltd etc. His expertise spans wealth management, investment banking (M&A, debt and equity fundraising), strategic planning, team management, business acquisition, and geographical expansion, enabling him to deliver bespoke financial solutions and nurture long-term client relationships.
