Thomas Verghese

Square League Wealth Management

Certified Financial Planner

Service Location

Kochi

Professional Licenses

FPSB

#IN151233

₹

Commission Based Financial Advisor

May be commission conflicts

This financial advisor operates on a commission basis, providing services at no direct upfront cost to you, but is compensated by product manufacturers, which may create an incentive to recommend products with higher payouts.

Contact Information

Address

Kerala Technology innovation Zone, Kinfra Hi-tech Park, HMT Colony, Kalamassery,Kochi, Kerala 683503.

Website

https://www.squareleague.in/

Client Focus & Services

Best suited for

Individuals and families requiring comprehensive, holistic financial planning from certified professionals. Clients navigating major life transitions such as marriage, divorce, career changes, retirement, or inheritance who need integrated advice across all financial domains.

Problems solved

Comprehensive financial planning needs, retirement readiness assessment, education funding strategies, estate planning coordination, insurance optimization, tax planning, budget management, debt reduction strategies, goal prioritization, cash flow optimization.

What this advisor does NOT do

This advisor does not sell products with undisclosed commissions. They do not provide guaranteed returns or principal protection. They do not offer tax return preparation or legal document drafting. They do not provide speculative trading advice. Some products may involve commission-based compensation.

About Thomas Verghese

With a remarkable background encompassing 11 years of experience in banking and wealth management, Thomas Verghese brings a wealth of knowledge and expertise to the table.

As the founder of Square League Wealth Management, he espouses the philosophy that individuals should make their money work for them, rather than the other way around. Thomas has earned a Level 2 investment advisor certification from the National Institute of Securities Markets, holds the title of a certified Wealth Manager from CIEL, and is currently pursuing his CFA (Chartered Financial Analyst) designation.

Thomas's extensive career has seen him in leadership roles with both multinational banks such as HSBC and leading Indian banks like ICICI and Axis Bank. Notably, he served as a Cluster Wealth Manager for ICICI Bank and as a Relationship Team Lead at Axis Bank.

As a seasoned banker, Thomas places a high premium on integrity at all levels, a value he upholds in his professional journey. In addition to his financial roles, Thomas has a rich history of service, having served as the Ex-president for the BNI Achievers chapter, an experience he considers one of his finest learning opportunities. His multifaceted background and commitment to excellence make him a respected figure in the financial industry.

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