Koladi Ukkuru Varghese

Koladi Ukkuru Varghese is a SEBI Registered Investment Advisor (RIA) and Certified Financial Planner® (CFP)with over 35 years of senior managerial experience and a strong commitment to excellence in financial guidance. His extensive professional background equips him with a deep understanding of strategic decision-making, risk management, and long-term financial stewardship, enabling him to support clients across diverse financial needs with confidence and clarity.

He holds an MBA from the Bradford School of Management along with specialized qualifications in financial planning. His academic rigor, combined with decades of leadership experience, allows him to approach financial planning with both analytical depth and practical insight. He is dedicated to applying globally accepted financial planning principles to deliver structured, goal-oriented, and client-focused advice.

Having spent 26 years as a non-resident Indian, Varghese brings a valuable global perspective to his practice. This international exposure enhances his understanding of cross-border financial considerations, making him particularly well-suited to advise both resident Indians and NRIs investing in India. His work is defined by professionalism, global awareness, and a strong focus on helping clients achieve long-term financial security.