Category Archives: Wealth Solutions i

40 Years of Successful Banking by Anil Chaturvedi

Anil Chaturvedi has had a successful career of extremely profound leadership and guidance for over 40 years in the banking industry that has positioned him as one of the more respected and productive bankers in the world. Anil Chaturvedi has continued to have successful transitions in banking to various leadership roles in the areas of investment banking both private and corporate over various geographical locations including Europe, India, Asia, and the United States. Anil Chaturvedi was educated at Delhi University where he received his Bachelors of Arts and Economics Degrees with honors. After finishing his undergraduate, he received his Masters of Business Administration in Financial Management from FMS Delhi University. He began his corporate career as Manager of Development and Planning for State Bank of India where he served admirably by developing and implementing marketing strategies for non-resident Indians in the United States. As a result of his accomplishments at the State Bank of India, he was awarded the Man of the Year Award for excellent service and guidance in the field of banking. After a successful tenure at the State Bank of India, Anil Chaturvedi accepted a position as Vice President and Senior Representative for US Operations for the ANZ Grindlays Bank in New York City, New York where he served the company for over 2 years and provided product development, compliance leadership, and skills training for the bank to solidify their marketing and regulatory structure. In 1993, Anil Chaturvedi accepted a position as Managing Director of the international Merrill Lynch Bank where he provided guidance and insight for some of the wealthiest individuals in the world with a specialty in global Indian investors located in the United States, Europe, India, and Asia. He was awarded reputable award as a Member of The Circle of Champions during his career at Merrill Lynch. Currently, Anil Chaturvedi serves as Managing Director of the Hinduja Bank, and he provides corporate advisory for India, Europe, the US and Asian strategic cross-border alliances, mergers and acquisitions, and selling and restructuring of distressed assets. Anil Chaturvedi has provided 40 years of continuous progressive banking success for various individual and institutional clients and has developed a respected profitable career portfolio that continues to provide the intellectual experience to propel strategic profitable returns on investments for his clients.

https://fms.almaconnect.com/alumni/company/state-bank-of-india

Richard Blair of Wealth Solutions, Inc.

Wealth Solutions, Inc. is a Registered Investment Advisor Firm that provides financial planning in a personal and comprehensive manner to individuals, families, and business owners of means. Founded by Richard Blair, the firm offers methods of helping people grow and preserve their assets in these times of challenging monetary fluctuations.

 

Richard Blair, the founder of Wealth Solutions, Inc., has always been involved with and interested in education. His grandmother, mother, and his wife were all teachers. From an early age, Richard saw how effective teaching was able to help people learn new things and profit from them by putting the new principles into practice.

 

From this experience, Richard surmised that he could help people with their financial needs by applying the same principles. When people learn about a subject, they can make better choices that are informed and backed by hard knowledge and facts.

 

In 1993, Richard founded Wealth Solutions, Inc. for the purpose of providing this sort of specialized knowledge to clients to be used in the planning and organization of their assets so that they could be preserved, grown, and maintained for retirement.

 

Consequently, Wealth Solutions, Inc. has been able to provide many people the financial security and protection that they needed to plan and have enough in the way of assets when they retire. People live in a world of financial chao, and if they don’t plan their future, they may have no future from a financial standpoint.

 

This is what Richard Blair saw early on when people came to him in frustration when the stock market had its ups and downs, leaving go guideposts for the present, let alone for the present. Utilizing safe and well-tested methods for asset accumulation and tax-favored strategies, Richard was able to teach people how to set aside their funds so that they would be safe from market ups and downs on a tax-favored basis.

 

The strategy that Richard uses with his clients to offer them the best strategies involve wealth management, financial planning, and retirement planning. With these three strategies in place, a solid footing under girds any plan that is made, as each part of the plan complements the other parts.

 

The essence of the three “legs of the stool” are such that they are ways of handling one’s assets at different times of one’s life in ways that complement the lifestyle that we are all going through at that time. This allows people to be able to be certain that they have enough money at retirement to live the financial life that they wish.

 

 

 

Financial Adviser Richard Blair: Teaching Asset Control With a Three Pillar Program

Financial Adviser, Richard Blair, brings his unique ethic and expertise to Austin, Texas through his company, Wealth Solutions. Blair hopes to make a difference in the lives of individuals, families, and small businesses. His belief is that everyone deserves a chance to have access to a solidified and stable financial plan.

Wealth Solutions, in business since 1994, is an investment advisory firm and operates as a Registered Investment Advisory or, RIA, firm. Following a detailed and comprehensive three pillar program, Wealth Solutions provides the Austin community with wealth management services and retirement planning. These three steps help the firm to discover each o341f their clients financial situation and retirement needs.

The first pillar aids the client in creating a financial road map, identifying the strengths, goals, areas of risk, and opportunities to grow. The second pillar incorporates a long-term, strategical approach to meet the client’s investment needs. By reallocating and managing a client’s assets, Blair is able to ensure maximum portfolio performance for each client as well as reducing the impact to the investment during down market periods. Pillar three involves the client’s insurance needs, including long-term care, life insurance, and annuities.

Richard Blair’s passion for helping people and teaching them how to manage their finances stems from his family’s history in the teaching profession. Blair’s wife, mother, and grandmother, all teachers, instilled in Blair the passion for aiding those who may not know how to help themselves.

Blair graduated from college in 1993 and immediately entered into the financial services industry. Soon after is when he began Wealth Solutions as his own independent firm. This was to enable Blair to provide clients with unbiased and objective advice. With his methods, he helps clients avoid the common pitfalls of money management and provides strategical advice for successful retirement income planning.

According to Crunchbase, Richard Blair Wealth Solutions is certified in investments, taxes, annuities, estate and trust, funds, and retirement income. He is an independent adviser, therefore, he doesn’t have any conflicts of interest or proprietary products. Since he is independent, he has the freedom of choice with a wide range of products and services.

Committed to meeting each of his clients unique needs, Blair works exclusively with his community of Austin and surrounding areas, including Houston, Bastrop, Marble Falls, Georgetown, and New Bradenfels. Because of this local exclusivity, he is able to give clients a personal experience by meeting face-to-face and building long-lasting and trusting relationships.