About Milestones2Wealth
Milestones are an essential part of your financial journey. When you define milestones for yourself, you make the path to your goals simpler and achievable. Milestones are like ladders to your goals. The more rungs you add to the ladder, the easier the climb. Setting milestones helps you assess your progress and course-correct when needed.
For a smoother wealth creation journey, it is crucial to have the right financial partner by your side. Milestones2Wealth is a platform for investors to set milestones, learn, grow, and achieve their goals. M2W connects you with the right ecosystem and resources to support you through your wealth creation journey.
Our Promise
Handhold
Guide
Teach
Coach
Measure
The Outcome
Financial Discipline
Growth Mindset
Investment Conviction
Wealth Map
Scalability
Why Milestones2Wealth?
Imagine your biggest aspiration or wealth creation goal. Set a date by which you think you should achieve this goal. Think about the distance you would need to travel and how much time it would take for you to get there. Seems tedious, right?
Now, let’s try breaking your long-term goals into shorter-term goals. Seems achievable, doesn’t it?
Our Team
Lavanya Anandan
Investment Counsellor
Lavanya joined ithought after completing her MBA and has been part of the organisation for more than a decade. She worked in different divisions of the company during her tenure to gain an overall perspective of the business.
Vinu Varshath
Investment Counsellor
Vinu graduated with specialization in Bank Management, Finance and Accounting. He is an NISM certified Investment Advisor (Series X-A and X-B). Vinu constantly seeks to learn from people around and has particular interest in extensively studying investment strategies and behavioral biases.
Ramesh Subramanian
Client Associate
Yuvaraj Vishwanath
Client Associate
Yuvaraj has been with the team for 2 years and has helped 300+ clients craft a roadmap that aligns to their needs and help them reach financial freedom. Being a fitness enthusiast he believes that the same dedication and discipline are required for financial well-being. His experience has given him a thorough understanding of long-term success.
M S Akash
Client Associate
Akash is a commerce graduate specialized in accounting and finance from Vivekananda college. He’s a constant learner who likes to explore and unravel the current trends in the financial markets.
Aravind Subramanian
CLIENT ENGAGEMENT SPECIALIST