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Yashwant Vemuru
Vivekam Financial Services
Registered Investment Advisor
This financial advisor operates on a hybrid structure, offering professional advisory services for a fee, while often providing integrated execution services that may involve separate distribution arms.
Contact Information
Client Focus & Services
Best suited for
Investors seeking fiduciary advice with legal obligation to act in their best interests. High-net-worth individuals, families, and institutions looking for comprehensive wealth management, portfolio construction, and ongoing investment guidance under strict regulatory oversight.
Problems solved
Portfolio underperformance, lack of investment strategy, regulatory compliance concerns, fiduciary duty assurance, complex portfolio management, succession planning, risk management, systematic rebalancing, performance evaluation, tax-efficient investing.
What this advisor does NOT do
This advisor does not offer independent investment products outside their platform. They do not provide guaranteed returns or fixed-income promises. They do not offer tax return preparation or legal document drafting. They do not provide daily market speculation or short-term trading strategies. Distribution arm products may involve separate compensation.
About Yashwant Vemuru
With a strong foundation in both established corporations and dynamic startups, Yashwant has navigated the intricate landscape of the tech industry. His significant contributions include pivotal roles at Oracle, where he harnessed his skills in large-scale corporate environments. Additionally, Yashwant has demonstrated his adaptability and innovation in the startup realm, having been a key player in the success story of Sysdig, a unicorn startup based in San Francisco. This wealth of experience positions Yashwant as a valuable asset to the board at Vivekam, where his insights and strategic acumen contribute to the company's growth and success.