
I have known Bala since 2008 as he was introduced to me by a friend to get his expertise on financial planning. I was impressed in the first meeting. He is thorough in his research and his advice is fair and balanced. The best thing is he offers very personalized recommendations which include but not limited to investments in both equity and non equity market health and life insurance. I have personally recommended him to more than 50 of my colleague who have benefited from his financial planning.
Suhasini Ramakrishnan
Enterprise Sales Manager at BMC Software. Helping IT do more for companies
Enterprise Sales Manager at BMC Software. Helping IT do more for companies

Vensiva is a highly competent financial consultant with high integrity and prompt service to meet financial needs and goals.
Shabbir Sharif
SR. PROJECT ENGINEER at Qatar Petroleum
SR. PROJECT ENGINEER at Qatar Petroleum

He has helped me get my finance on track and handle my insurance well.
Sandeep Shinde
TAS Manager at Tata Administrative Services
TAS Manager at Tata Administrative Services

I have known people from VENSIVA since 2008 for my Financial planning and they have given me great results. The best part I liked about them is that I have had end to end support for anything that comes within the purview of Financial planning. The people are trustworthy and their approach is very personal and the solutions are customized rather than force fitting into something else. I would strongly recommend their services.
Narayanan Iyer
Associate at JPMorgan Chase
Associate at JPMorgan Chase

I'm happy to write this recommendation for Bala / Vensiva for his contribution to my portfolio management. Bala, for me, is more a friend now than a service provider. I truly appreciate his insights and apt advices in my financial management decisions. I give full marks to Bala / Vensiva for his capabilities as an Expert in his profession. Wishing him all the very best.
Rajesh Neelakanta
Business Leader & Logistics Mentor, BVC Logistics Pvt. Ltd.
Business Leader & Logistics Mentor, BVC Logistics Pvt. Ltd.

I'm happy to write this recommendation for Bala / Vensiva for his contribution to my portfolio management. Bala, for me, is more a friend now than a service provider. I truly appreciate his insights and apt advices in my financial management decisions. I give full marks to Bala / Vensiva for his capabilities as an Expert in his profession. Wishing him all the very best.
Raja Narayanswami
Finance IT delivery manager at Credit Suisse
Finance IT delivery manager at Credit Suisse

When it comes to comprehensive financial planning, i think three things are very important a) expert knowledge b) trust c) execution. Bala has satisfied my financial needs in all the above domains with precision. even in this choppy markets, i am assured that my wealth management is safe with Bala and his vensiva team. great going. looking forward to better things in future.
Vinyl Shetty
Senior IT consultant, CISSP, CEH,CRISC, Sequretek IT solutions Pvt. Ltd
Senior IT consultant, CISSP, CEH,CRISC, Sequretek IT solutions Pvt. Ltd

I have known Bala since 2008 as he was introduced to me by a friend to get his expertise on financial planning. I was impressed in the first meeting. He is thorough in his research and his advice is fair and balanced. The best thing is he offers very personalized recommendations which include but not limited to investments in both equity and non equity market health and life insurance. I have personally recommended him to more than 50 of my colleague who have benefited from his financial planning.
Gaurav Goyal
Drilling Engineer at Schlumberger
Drilling Engineer at Schlumberger

Bala's greatest strengths are speedy response, ability to suggest investment options to best suit one's income and just the right amount of personal touch. These set him apart from other financial advisors. I wish him a fulfilling career ahead !.
Mukund Nagaraj
Business Development Manager at Larsen & Toubro
Business Development Manager at Larsen & Toubro

Bala's greatest strengths are speedy response, ability to suggest investment options to best suit one's income and just the right amount of personal touch. These set him apart from other financial advisors. I wish him a fulfilling career ahead !.
Vivek Iyer
Practice Head - Microsoft Dynamics CRM , Pre-Sales, Customer Engagement at Direction Software Solutions
Practice Head - Microsoft Dynamics CRM , Pre-Sales, Customer Engagement at Direction Software Solutions

I have known Bala for a decade. He assists me in financial planning and other insurance products including medical. His approach is not one transaction basis. He endures a long relationship and acts swiftly when ever required. At the time of execution like medical claim, he stands by you. Like his honesty, hard work and loyalty.
CA Rahul Chheda
11 years of experience in Fund raising, Trade Finance and Working Capital Management
11 years of experience in Fund raising, Trade Finance and Working Capital Management

I know Bala for more than 5 yrs now and he has been assisting me in financial planning for few years now. Bala is extremely cheerful, knowledgeable, proactive and persistent. He is a great example of what 'customer service' is and has been a delight to work with. He has the ability to stretch and go beyond to get things done and definitely doesn't give up. He is doing a great job in running the organisation and I also find his advice sound and well researched. He has plethora of options to suggest to varied financial needs which is great to have. Overall it been good working with him/his organisation; I wish him all the luck for all future en devours and hoping our association to grow stronger.
Nagesh Wagh
Managing Partner , Vito India
Managing Partner , Vito India

I got to know Bala through a friend of mind a couple of years back. A very pleasant, friendly and jovial personality. Frankly I was not into financial planning and stuff to a great extent. However after meeting Bala , interacting with him and giving a second thought to importance of planning finances, now I realize that I did the right thing. Firstly because Bala will present the whole picture in a very un-complicated and easy to understand fashion instead of using big financial jargons. Secondly, step by step he suggested and chalked out a detailed plan of what needs to be done and how covering a whole range of aspects which we usually overlook. Just a call away whenever you need and to describe in one word I think my association with Bala has been great.
Rohit Shukla
Lead Engineer (Metallurgy), Core Technology and Diagnostic Support at TATA Power
Lead Engineer (Metallurgy), Core Technology and Diagnostic Support at TATA Power

I've known Bala since 2011 as he was introduced to me by a friend whilst I was looking for assistance with my financial planning. He's very much detail oriented and touchbase every aspect of your aspirations, risk appetite etc before recommending a (financial) plan that best suits your goals and needs. His unbiased opinion and recommendations about any product or investment plan is very much appreciated. His knowledge on investment options as well as on health & life insurances is impeccable. I would recommend Bala to anyone who's in need of streamlining his financials or starting fresh with his financial planning.
Sumit Mathur
Senior Associate at J.P. Morgan
Senior Associate at J.P. Morgan

Its been a few months since I got introduced to Bala, today he is more a friend I can trust than a financial advisor. If you want a true businessman who delivers his words, then here your search stops on this page. And, if finance means Greek & Latin to you, then there is no better person than Bala to contact. I wish Bala all success in all his endeavors.
Rajavadivel Santhanakrishnan
Assistant General Manager (Divisional Head) - Commercial Shelving & Refrigeration at A J M Kooheji Group LLC
Assistant General Manager (Divisional Head) - Commercial Shelving & Refrigeration at A J M Kooheji Group LLC

It has been close to 6 years now since I have known Bala and during this time I have been more than impressed and satisfied with the kind of competence he has, not only with wise and skillful placement of my money but also for his very professional organization. Even after I left Mumbai, he regularly gets in touch with me and also visited several times a year to review my situation and to make suggestions on any improvements to the investments that can be made. He has a proactive approach to his work which has built a greater trust and good friendship than a professional relationship in my case. I have been more than pleased with Bala and his team for the individual service and would highly recommend him for any financial solutions.
Ajoy Bora
Lead Petrophysicist at Cairn India Ltd
Lead Petrophysicist at Cairn India Ltd

Vensiva is a vibrant organisation led by Mr Balakrishnan . As fondly known as BALA, in the corporate circle by us, is a thorough professional and always ready to help with the knowledge of financial planning he has mastered. He has been a revelation in my financial planning activities.
Judhajit Bose
VICE PRESIDENT MARKETING & SALES at PHENIX CONSTRUCTION TECHNOLOGIES
VICE PRESIDENT MARKETING & SALES at PHENIX CONSTRUCTION TECHNOLOGIES

Bala has been my financial planner since 2009. We got in touch through one of my friends who was thoroughly impressed with his work. Needless to say that I soon shared the same opinion. He has been of immense help in steering through my financial ups and downs. What I like best about him is that he starts by listening, followed by analyzing and finally recommending. He has a personalized approach for each "client". We have grown out of the service provider-client relationship to being close friends over time. We were in touch even through my assignment abroad. He is now the financial planner for both me and my wife. Since he offers advice on not only investments, but also insurance, he takes care of the overall financial health. It has been a pleasure to work with him, and I would not think twice before recommending him for the service he offers.
Ambuj Johri
Engineering Support Network Manager (MEA) at Schlumberger
Engineering Support Network Manager (MEA) at Schlumberger

Bala, as he is fondly known has been my financial advisor since 2008. He has been more of a friend than an advisor.. He is very attentive and patient and there is a personal touch to the way he connects. He is very detail oriented and takes time to understand your spending habits, debt obligations, life goals and tries to develop a meaningful and accurate strategy. And when life circumstances change, he takes them into consideration and helps you revise your financial plan. His compassion and empathy sets him apart from the others. He is the kind of person I needed... whom I could trust to have confidence in his recommendations.
Geetanjali Moily
Merchandiser at Goldiam International Ltd
Merchandiser at Goldiam International Ltd

Bala has been our financial advisor since 2012. We met him when our FP was unstructured. He patiently heard us - our aspirations, risk taking appetite and financial obligations before designing a pragmatic plan including investment vehicles which gave us the financial comfort we were looking for within our stretched resources. He is always around at short notice to support especially during crisis management. Over the past three years, he has proved to be an "all weather" friend - Always There! Understanding, Patience and a sense of Empathy are his strong points, qualities he has been able to imbibe in his team members also - A reflection of his leadership quality. I strongly recommend Bala.
Chaitanya Prabhu
Director - Consulting (Supply Chain Strategy and Operations) at Deloitte
Director - Consulting (Supply Chain Strategy and Operations) at Deloitte

Bala has been a financial advisor and a good friend for the last 7 years. When I first met him, the thing that most impressed me about Bala was his work ethic, professionalism and commitment to delivery. I've not come across anyone who works 24x7 and with such enormous enthusiasm. Over the last 7 years, he has been instrumental in structuring my investment portfolio and balancing risk-reward while keeping short and long-term goals in view. Incredibly diligent and quick with responding to requests are attributes that I like most about Bala. He is also a very good insurance advisor and refrains from overselling any product. I've just one advice for anyone reading this recommendation - if you haven't hired Bala as yet and are thinking about it, just meet him once! Rest assured.
Sreeram Viswamani
Senior Analyst, Equity at Myriad Asset Management
Senior Analyst, Equity at Myriad Asset Management

Bala has been a guy I have now known for the past 5-6 years atleast. Yet to find someone like him who’s as dedicated to his job, completely adept at financial planning and providing the support that a customer looks forward to. I have come across many who promise the moon, but when it comes to actual delivery, they seldom are able to keep their promise. Bala is someone who is completely trust worthy and extremely responsive. If he was not a financial consultant, would not have hesitated hiring him in a senior role in our Organisation.
Mohan Ramaswamy
Managing Director at LexisNexis - Legal & Professional, India
Managing Director at LexisNexis - Legal & Professional, India

VENSIVA Financial Solutions offers an unique experience of solution providers in this world of product pushers. They follow a step by step methodical approach to understand the client's financial and social profile and have customised solutions to cater to their needs. This is a BIG CHANGE what you find as a customer when some policies are pushed in your financial portfolio and you end up buying them due to the sake of relationships (eventually you regret it). The founder, Balakrishnan V. will leave you with an impression of you attending a counseling session for he has tremendous listening ability along with a very positive honest aura to enable you to come out transparently on your financial and social dilemmas which are otherwise kept confidential (you dont even share that within your family sometimes) and he also helps you in designing your goals in life which are mostly around financial milestones. I have no issues in recommending this entity for they walked with me through this journey in last 5 years and have helped me in planning purchase of my home, my car and have also helped in planning my retirement, contingencies and child education. Indeed it is rare to find an institution for profit that operates with human values and helps you resolve complex socio-economic issues that plagues the growth of the individual who aspires for financial freedom.
Smit Dave
Finance Manager at Radiometer India
Finance Manager at Radiometer India

I have known Bala for the last 10 years and it is because of him that I got introduced to the concept of financial planning. His insight into this subject supported by scientific approach has helped me stay committed on my investments.
Kartik Anantharaman
Wholesale Banking at HDFC Bank
Wholesale Banking at HDFC Bank

I know Bala for last 6 years and have a very pleasant experience. In today's world where people fear of mistrust. But Bala is the answer and provide you reliable guidance for investing. He has a very good methodology of making clients comfortable and understanding their needs, capacity and investing the money in right portfolios.
Piyush Juneja
Officer - Engineering and Construction at Bharat Petroleum
Officer - Engineering and Construction at Bharat Petroleum

First I would like to thanks for work you have done for organizing my finances very well. We knew how to earn money and knew how to spend money but when it came to financial planning we were novices,but Vensiva(Bala) has understand my family history and aspiration first.Then he has recommended asset allocation and plan. You make us feel like we are the most important people you will see today, and the astute advice you have provided has already led to significant savings. You are always happy and engaging, but at the same time, we are never in doubt of your professional acumen.
Shiva Shankar Medishetty
Technical Specialist at Majesco
Technical Specialist at Majesco

I know Bala for more than 8 years. He has been more of a friend than an advisor. He is always ready to help with his excellent financial skills. I can surely define him as Master of Finance. He is extremely cheerful, very proactive and skilled professional.
Mahesh Ratnakar Ambokar
Vice President-Technology at India Capital Research & Advisors Pvt Ltd
Vice President-Technology at India Capital Research & Advisors Pvt Ltd

I have been a client of Vensiva since 2011 and I would highly recommend their services. I had been great working with Bala, who clearly understands my needs, circumstances and preferences. I really appreciate his depth of knowledge and practical approach.I am very happy to see the results so far and very comfortable to keep my financial planning in his care.
Sabita Dsouza
Assistant Vice President at Deutsche Bank
Assistant Vice President at Deutsche Bank

Bala is a very enterprising individual with great promise. His rise in whatever endeavor he undertakes is because of the passion, commitment and integrity he displays in his dealings. I have known him for over 6 years now. He is among the few who are genuinely interested in their clients' well being - both financially and otherwise. This attribute will do him good...and his clients...who am sure are now his friends , like I am ;-).
Ravikiran MA
Head of Innovation, Consumer Banking Company, Abu Dhabi Commercial Bank
Head of Innovation, Consumer Banking Company, Abu Dhabi Commercial Bank

I met Bala somewhere in early 2007. I consider myself lucky to find him and could only wish I had met him earlier. He corrected my perspective and approach towards wealth creation and management. I am very grateful to him for his honest and intelligent advises with meticulous reasoning.
Chandan Peeru
Head - Data Operations at Dun & Bradstreet Information Services India Pvt Ltd
Head - Data Operations at Dun & Bradstreet Information Services India Pvt Ltd