As a highly qualified Chartered Wealth Manager, Ravi has enjoyed an impressive career to date. From being individually selected to represent Santander at a Global Young Leader’s Forum; to achieving the highest national client satisfaction score and consistent ‘role model’ accolades at HSBC, Ravi has consistently demonstrated his commitment to excellence.
Ravi chose to join Vision in 2021 as he prides himself on exemplary client service and is committed to helping clients with their long-term goals by presenting genuine solutions. He feels that Vision’s Independent Financial Advice offering coupled with their exceptional network will allow him to do this in the best possible way for his clients.
Ravi is an ambassador of sustainability and seeks to incorporate this for his clients through tailored financial planning for individuals and families. Additionally, he is currently studying towards the CFA Certificate in ESG Investing.
Ravi is enthusiastic, determined and patient and credits this to his personal and spiritual development practices. He is married to Naika and as qualified yoga teachers, they both engage in regular volunteering and retreats to India so that they may continue to develop their core belief of selfless service.