If you want to discuss about your financial needs or investments, we would welcome the opportunity to have a conversation with you.
Millennium Finance Limited is a boutique Financial Services Company established in December, 1995. The company was founded to cater to the needs of NRI investors and help manage their investments across asset classes in India. Over the years, we have evolved to offer diverse financial services to individuals and corporates within the country and overseas.
We are a SEBI registered Portfolio Manager (Registration No:INP000001447).We are registered as a distributor of mutual funds with Association of Mutual Funds in India (AMFI) and our ARN Number is 4193.
We provide long-term wealth management services. To be able to develop a clear strategy, implement it and closely monitor the solutions we deliver, a disciplined approach becomes critical. We rely on diversification, strategic asset allocation, tax optimisation and periodic rebalancing to build investment portfolios whose potential returns are adequate compensation for their inherent risks.
Our team is headed by Anand Boddapaty. He is a B.Tech graduate from IIT Madras with a PGDM from IIM Bangalore. A graduate CWA from ICWA, he started his career with the Central Government and moved into Management Consulting with a multinational firm before founding this Company. He has over 25 years of experience in Portfolio Management, Investment Banking, management of Public Issues and other areas of financial services. He is on the Board of Directors and Management Committees of several companies.
Bhargavi is an economics graduate from Shri Ram College of Commerce and has a Master’s degree in Financial Economics from the University of Oxford.
Kotesh has joined us immediately after his MBA and now has over 15 years of experience in Accounts, Corporate Law and more. As our Compliance Officer, he takes care of regulatory compliance.
Dilip has a post graduate degree in Commerce. With over 14 years of experience in Sales and Business Development, he manages our client relationships. He ensures that high quality service is delivered to our clients.
A graduate CWA from ICWA, Deepak supports our finance and client servicing teams.
If you want to discuss about your financial needs or investments, we would welcome the opportunity to have a conversation with you.