Meet Vimal Chagan
With over 25 years experience in insurance, wealth and asset management, at some of the largest financial services organisations in South Africa, Vimal decided to form Family Wealth Advisory in 2023 to provide holistic financial planning advisory services to professionals and families. As no two families or individuals are in the same financial position nor do they rarely have the same financial goals, the experience and knowledge gained in a storied corporate career, lends itself to offering a bespoke financial advisory service to the identified target market. I look forward to engaging with you.
Qualifications:
University of the Witwatersrand
BSc (Actuarial Science)
BSc (Hon) (Actuarial Science)
MBA
Certificate Program in Leadership Coaching
University of the Free State
Advanced Diploma in Estate and Trust Administration
Postgraduate Diploma in Estate Planning
CFA Institute
Chartered Financial Analyst
Certificate in Investment Performance Management
