About Echo Wealth | A Decade of Trusted Financial Advice

OUR STORY

A decade of purposeful financial guidance

Echo Wealth was founded on a simple but powerful belief: every individual and family deserves access to the same quality of goal Planning that was once reserved only for the ultra-wealthy.

Starting from Thiruvananthapuram, Kerala, we grew into a multi-office practice spanning India, UAE, and Qatar — serving salaried professionals, business owners, NRIs, and corporates with equal dedication.

Our approach has always been goal centric. We look at your complete financial life: income & expenses, assets & liabilities, taxes, insurance, real estate, estate and planning — not just your investments.

WHAT DRIVES US

Mission, Vision & Values

Mission

To empower individuals, families, and businesses.

To empower individuals, families, and businesses with structured, personalised goal Planning that creates lasting prosperity across generations.

Vision

To be the most trusted goal Planning partner.

To be the most trusted goal Planning partner for every aspirational Indian household — in India and across the globe.

Values

Integrity, clarity, and long-term thinking

Integrity, clarity, and long-term thinking guide every decision we make — always placing our clients' interests at the centre of everything we do.

OUR FOUNDATION

Three principles,
one promise.

Every decision we make, every plan we build, traces back to these three foundational beliefs.

Safety

Capital is sacred.

Capital preservation is the foundation. We never recommend strategies that trade security for speculative gains.

Trust

Honesty above comfort.

We have built 10 years of relationships on honest advice, full disclosure, and accountability — even when the news is difficult.

GROWTH

Generations, not quarters.

Sustainable, compounding prosperity — not quick returns. We plan for generations, not quarters.

Our People

Guided by experience,
driven by purpose.

Board of Directors

Vijayachandran V

Founder & Managing Director

Founding visionary with over two decades of experience in financial planning and wealth management across India and the GCC.

Tijo Jacob, CFP®

Director

Drives strategic initiatives and client acquisition, with deep expertise in investment management, risk assessment, liability management, and tax planning.

Vijayakumar R

Director

Specialises in private banking and wealth management, delivering bespoke financial solutions for high-net-worth individuals and key client relationships.

Dileep Gopakumar

Director

Leads wealth management and client advisory, delivering tailored financial solutions for corporates, HNIs, and UHNIs.

Business Heads

CA. Hari Hara Subramanian K B

Principal Consultant - Corporate Finance & Business Solution

Provides strategic financial advisory, helping businesses achieve sustainable growth through sound financial management and compliance.

Bineesh

Operations

Oversees end-to-end operations and process excellence, ensuring every client interaction is seamless and efficient.

Anila P V

Tax & Business Solutions

Expert in direct and indirect tax planning, GST compliance, and business structuring for SMEs and HNIs alike.

Subash Krishnankutty

Realty Services

Guides clients through strategic real estate investments, property portfolio management, and realty advisory.

Anjali E S

Financial Planning

Crafts personalised financial plans that align with clients' life goals — from wealth building to retirement readiness.

Adv. Deena Daniel, CTEP ®

Estate Planning

Provides holistic estate planning solutions including wills, trusts, and succession planning with a legal perspective.

Vijayananda Prabhu, CFP®

Product & Research

CERTIFIED FINANCIAL PLANNER™ leading product strategy and research to deliver evidence-based investment solutions.

FAQ

Questions about Echo Wealth.

Have more questions about who we are or how we work? We'd love to speak with you.

Talk to Us

What is Echo Wealth, and when was it founded?

Echo Wealth Pvt. Ltd. was established to bring a client-first model of personal finance management to Kerala and beyond. The firm was founded in 2014 by a team of experienced professionals with deep backgrounds in goal planning, investment advisory, regulatory compliance, and research— committed to delivering unbiased, research-backed financial guidance.

How many offices does Echo Wealth have?

We have offices across India, the UAE, and Qatar, enabling us to provide personalized wealth management and financial planning services to clients throughout the region.

What makes Echo Wealth Global FZCO different from banks and mutual fund distributors?

We spend time and effort understanding the specific needs of our clients before we suggest any solutions. Every recommendation is based solely on the client's financial needs, goals, and risk profile — not on product margins.

What qualifications do Echo Wealth’s team members hold?

Our team includes professionals with the CFP® (CERTIFIED FINANCIAL PLANNER) designation, legal qualifications, and specialised expertise in taxation, compliance, real estate, and investment research. For example, your financial plan is drafted by a Certified Financial Planner who is a charter member with the affiliate body – Financial Planning Standards Board (FPSB) India. Similarly, tax planning and filing are done by certified tax planners, estate planning by certified estate planners, etc.

Does Echo Wealth serve clients globally?

Yes. Echo Wealth serves clients across UAE and internationally. We provide virtual advisory services and have an established process for clients in different time zones to receive seamless, high-quality financial planning support.

Guided by integrity,
built for legacy.

A decade of purposeful financial guidance

Celebrating 10 Years of Trust