About Echo Wealth
Our Story
Safety | Liquidity | Returns
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.
Returns at Reasonable Risk is what we aim to achieve for each client portfolio.
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.
Values
Ethical
Our ethical standards are what we are known for. The interest of our client and the integrity of the profession is above everything else. We constantly strive to earn that trust with our professionalism, integrity, competence and mutual respect.
Consistent
We are a process-driven organisation thriving to deliver consistent results. This consistency has gained us the trust of our clients over the years.
Honest
Being honest is integral to being consistent. We are transparent in what we do and honest in our approach and execution.
Organised
Being organised is a discipline we practice diligently which makes it possible for us to deliver what we promise.
The Team
Vijayachandran V
Vijay conceptualised Echo Wealth in 2014 to cater to the financial needs of his clients, both in India and abroad. He has a rich and wide experience of over 16 years across Banking, Broking & Wealth Management, with a robust client base built through goodwill and consistency.
He has worked across various products and portfolios, spanning equity trading, commodities and wealth management. Vijay has worked with Kotak Securities, ICICI Bank and Allegro Capital Advisors thereby bringing his rich experience to the table. In his own words, “You can borrow for all your needs but not for your retirement”. This is the hard-hitting truth that he tries to get across to his clientele. Vijay’s motto is undeterred in ensuring the safety and liquidity of a client corpus.
Tijo Jacob
A Certified Financial Planner (CFP), Tijo joined Echo Wealth in 2018 with an in-depth experience across the Asset Management Industry. He started his career in finance with Nippon India AMC in 2009. In 2016 he moved from being a Branch Head at Nippon tohandling sales and operations at DSP Investment Managers from Trivandrum to Kottayam. Across his career in asset management, Tijo has guided his clients in planning their finances with the right asset allocations and helping with taxation specifically on the investment side.
Aswin Vijayan
Having his expertise in Mortgage Loans, Aswin joined Echo Wealth in 2020. He started his career with HDFC Ltd as an Area Manager in Trivandrum . His experience of seven years handling all financial products and his expertise makes him a much sought after member of the team to handle all Liability products. With a good network of people, Aswin brings in a solution for all land and property-related concerns that our clients need help with.
Ramakrishnan G
Ram joined Echo Wealth in 2021. He brings to the table his 18 years of experience in Retail Banking and Wealth Management. Having handled High Net-worth Clients of HDFC Bank and as branch head of two of its branches, he gained indepth knowlegde & network in the industry. While at ICICI Securities Private Wealth Management, Ram handled exclusive Wealth Products ranging from Direct Equity / Mutual Funds / Portfolio Management Services (PMS) / Alternate Investment Funds (AIF) / Bonds and other Fixed Income products. A strong pillar of the Echo Wealth family with a robust clientele, Ram’s wealth of experience is evident from the trust his clients place in him.
