About Us
Welcome to CWC
Champion Wealth Creators was founded in 2014 with a singular mission: to provide personalized, comprehensive financial planning services that empower individuals and families to achieve their life goals. Our approach is built around understanding each client’s unique financial needs, mapping their risk profile, and creating a tailored investment strategy that aligns with their aspirations and time horizon.

Our Founder
Hello, I am Venkataramana C, a CFP (Certified Financial Planner) with over 21 years of experience in financial services, portfolio management, and operations. My journey in the financial sector began with a passion for helping people make informed decisions about their money, ensuring that they are equipped to handle the complexities of financial planning. With an MBA to complement my expertise, I bring a well-rounded perspective to the table, blending technical financial knowledge with a deep understanding of client-centric solutions.
Having witnessed the rapidly evolving landscape of financial markets, I founded Champion Wealth Creators to offer something more than just traditional investment advice. I believe in guiding clients through the entire financial journey—from setting realistic goals to implementing and reviewing customized plans. Whether it’s planning for retirement, funding a child’s education, or protecting wealth through insurance, my goal is to make financial planning accessible, understandable, and actionable.
Our Approach
At Champion Wealth Creators, we follow a structured yet flexible approach to financial planning:
Understanding Your Risk Profile: Every client has a different tolerance for risk. We begin by assessing your risk profile to ensure that your investments align with your comfort level.
Goal-Oriented Financial Planning: We help you define your financial goals based on your time horizon, be it short-term or long-term. This clarity is crucial in creating a plan that truly reflects your aspirations.
Strategic Asset Allocation: Based on your risk profile and goals, we craft a diversified portfolio designed to optimize returns while managing risk. We focus on building a robust asset allocation strategy that includes equities, debt instruments, and alternative investments tailored to your needs.
Ongoing Portfolio Management: Financial planning is not a one-time activity. We continuously monitor your portfolio, making adjustments as needed to ensure that you remain on track to achieve your objectives.
Holistic Financial Advice: Beyond investments, we also focus on critical areas like tax planning, estate planning, insurance, and retirement planning to create a well-rounded financial roadmap.
Why Choose Us?
- Personalized Service: We prioritize your individual goals and circumstances, offering solutions that are tailored to your specific needs.
- Expertise and Experience: With over two decades of experience, we bring a wealth of knowledge and industry insights to every client relationship.
- Comprehensive Approach: From risk assessment to goal-based planning and ongoing management, we cover every aspect of your financial life.
- Commitment to Success: Your success is our success. We are committed to helping you achieve financial security and prosperity.