Welcome To Champion Wealth Creators

The Spread between Investment Returns and Investor Returns is known as the Behaviour Gap

Stanley Druckenmiller

About Us

Helping You Get Where You Want To Be
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Hello, I am Venkataramana C, a CFP (Certified Financial Planner) and an MBA graduate with a career spanning more than 21+ years in the field of Financial Services, Portfolio Management and Operations.

Champion Wealth Creators was started in 2014 with the primary objective of providing comprehensive financial planning services. The investment process begins with Mapping Client’s Risk Profiles, understanding their financial goals based on their time horizon and choosing the ideal asset allocation towards portfolio construction.

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Our Services

Our objective is to make the client fulfil their financial goals and aspirations with a holistic solution comprising protection solutions, wealth creation solutions, cash flow planning, tax-efficient investment returns and estate planning.

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Financial Planning

At Champion Wealth Creators, financial planning goes beyond just numbers – it’s about creating a personalized roadmap that aligns your financial decisions with your life goals. As a Certified Financial Planner (CFP), I emphasize a holistic approach to ensure your financial success.

Retirement Planning

Retirement is one of the most crucial milestones in life, and planning for it is essential to ensure a comfortable and secure future. At Champion Wealth Creators, we understand that while you can take loans for most things in life, there’s no borrowing when it comes to your retirement corpus. That’s why retirement planning is a key focus area for us.

Child Education Planning

At Champion Wealth Creators, we understand that every Indian parent aspires to provide their child with the highest quality education, often at prestigious institutions or universities worldwide. With educational inflation rising at a rapid rate of 15% year on year, especially with the increasing demand for specialized courses abroad, planning for your child’s education has never been more crucial.

Goal-Based Investment

At Champion Wealth Creators, we believe that “Failing to plan is planning to fail.” Goal-based investment is all about setting a clear path to achieve life’s important milestones without compromising your financial stability. Whether it’s planning for your child’s education, your daughter’s marriage, buying a dream home, planning a holiday, or even purchasing a car, setting financial goals in advance is key.

Protection Solutions

At Champion Wealth Creators, we believe that no financial plan is complete without a strong foundation in protection solutions. Planning adequately for unexpected and potentially catastrophic events is the first step in a sound financial strategy. This includes Health/Mediclaim insurance, Critical Illness coverage, Accident and Disability cover, as well as Term Life Insurance.

HNI / NRI Services

At Champion Wealth Creators, we specialize in offering bespoke financial solutions tailored to the unique needs of High Net Worth Individuals (HNI) and Non-Resident Indians (NRI). Leveraging my association with leading Portfolio Management Services (PMS) providers and top-tier wealth management companies, I am able to recommend a range of niche products, including PMS, Debentures, Alternate Investment Funds (AIFs), and more.

Financial Planning

At Champion Wealth Creators, financial planning goes beyond just numbers – it’s about creating a personalized roadmap that aligns your financial decisions with your life goals. As a Certified Financial Planner (CFP), I emphasize a holistic approach to ensure your financial success.

Retirement Planning

Retirement is one of the most crucial milestones in life, and planning for it is essential to ensure a comfortable and secure future. At Champion Wealth Creators, we understand that while you can take loans for most things in life, there’s no borrowing when it comes to your retirement corpus. That’s why retirement planning is a key focus area for us.

Child Education Planning

At Champion Wealth Creators, we understand that every Indian parent aspires to provide their child with the highest quality education, often at prestigious institutions or universities worldwide. With educational inflation rising at a rapid rate of 15% year on year, especially with the increasing demand for specialized courses abroad, planning for your child’s education has never been more crucial.

Goal-Based Investment

At Champion Wealth Creators, we believe that “Failing to plan is planning to fail.” Goal-based investment is all about setting a clear path to achieve life’s important milestones without compromising your financial stability. Whether it’s planning for your child’s education, your daughter’s marriage, buying a dream home, planning a holiday, or even purchasing a car, setting financial goals in advance is key.

Protection Solutions

At Champion Wealth Creators, we believe that no financial plan is complete without a strong foundation in protection solutions. Planning adequately for unexpected and potentially catastrophic events is the first step in a sound financial strategy. This includes Health/Mediclaim insurance, Critical Illness coverage, Accident and Disability cover, as well as Term Life Insurance.

HNI / NRI Services

At Champion Wealth Creators, we specialize in offering bespoke financial solutions tailored to the unique needs of High Net Worth Individuals (HNI) and Non-Resident Indians (NRI). Leveraging my association with leading Portfolio Management Services (PMS) providers and top-tier wealth management companies, I am able to recommend a range of niche products, including PMS, Debentures, Alternate Investment Funds (AIFs), and more.

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