Wealth Management
Simplified

ECHO Wealth has always kept in mind the Safety and Liquidity of the client’s wealth ahead of the returns it generates for the clients.

Safety. Liquidity. Returns.

Echo Wealth was conceived with the simple idea that a client’s financial needs are to be met according to his preference and individual needs. Blanket solutions do not apply to all portfolios.

Structured financial planning in India still remains a nascent area and even today the awareness and access are limited to a handful. This is the gap that Echo Wealth seeks to bridge.

For Individual / Family

Financial Planning
Investment management
Liability Management
Risk Assessment
Tax Planning
Succession Planning

For SME’s / Corporates

Proactive Business Planning
Periodical Reviews & Reporting

Rajeev Srinivasan

Adjunct Professor, Indian Institute of Management, Bangalore

I have been working with Ramakrishnan for more than 10 years, earlier when he was a relationship manager at HDFC Bank and later when he was a financial advisor at ICICI Securities. I have been impressed with his thoughtful advice which he customized to my particular circumstances and risk profile. Through market ups and downs, he has been able to get me both diversification and good returns. now at Echo Wealth, I find that he's taken his advisory capability to the next level, both in keeping close tabs on my portfolio as well as in suggesting ideas for stocks, funds and other instruments to invest in and to exit from. I appreciate his calm and friendly manner, and the fact that he seems to genuinely want to do his best for me. I have been so pleased with his advice that I have referred my good friends to him as well.

7 Days Ago

Hari Varma

Techno-Creative Consultant, Animation & VFX - Media & Entertainment

Vijayachandran is a friend, philosopher and guide in the finance space to me since the year 2007. Meeting him was like finding a solution to my pathetic money management skill. My problem was that, whatever little I was earning those days, they simply vanished without a trace. I was not ashamed to open-up to him and surrender myself saying about my inefficiency in managing money. According to him, I am his first client and still continuing strong. I have absolute trust in him when it comes to my wealth. Slowly, my monetary situation became pretty robust, thanks to Vijay and his team in the new venture Echo Wealth, which stands for values that are rarely seen in the money and wealth market. His philosophy is 'pure service' which goes beyond just finance and wealth. It is almost like being conscience keeper in the areas where I am a big zero. I am proud to see him grow from an employee to a successful employer and solution provider. I wish him all success in all his future plans

7 Days Ago

Dr Jacob George P

Consultant - Critical Care Medicine , Mar Sleeva Medicity, Palai

Two years back I was confused regarding my financial planning and that's when I came across Tijo from Echo Wealth. He was accurate in providing advice on planning for our financial security.
We have had several follow up meetings with him, which has helped in execution for many purposes such as retirement expectations, short term and longer term financial planning. This was done in a very professional manner, while at the same time putting us totally at ease. He made us feel important, and the astute advice he provided has led to significant savings. He always explains everything thoroughly and I never feel uncomfortable asking questions or help or expressing an opinion.

7 Days Ago

Rajesh Nambiar

Regional Head - Kerala, Sunways India Pvt Ltd.

I would like to express my thanks for the work Aswin and Vijay have done.It is really refreshing to work with you guys who are truly interested in our needs and circumstances. Earlier we were earning money and spending it, but when it came to financial planning we were novices. After meeting your team, the expertise and attention with which you handled our financial affairs is commendable. What impressed me was the time you took to tell us where we were and the corrective measures to be taken. We are absolutely happy and delighted with your services. Your continuous advice on financial planning will definitely help us in achieving our financial goals. We would definitely recommend your services to others.

7 Days Ago