Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
While focus on data, primary driver of markets and investments, comes naturally to Chandra with his long years in investment and business careers, helping clients have the best lives they can, with the resources they have, is the reward Chandra enjoys in his professional life. When his clients are also his best friends, it’s an easy thing to do.
Chandra focuses on the long-term financial goals of his clients, proactively engaging with them to help them meet their complete wealth management requirements such as managing investments and risks for the long term, and implementing wealth preservation and transfer strategies.
Chandra works with affluent individuals and families, senior executives, specialized doctors, and small businesses to understand their medium and long-term financial needs and offer strategies to help them reach their goals using the entire suite of products and services through Merrill Lynch investment products, Bank of America banking offerings, and U.S. Trust specialists, depending on his clients’ suitability and financial sophistication.
Chandra graduated with a Chemical Engineering degree from Hyderabad, India, and has an MBA in Finance from University of Arizona. Between careers in investment and portfolio analysis, Chandra was a serial entrepreneur. Chandra is an avid reader of books on economics and markets, enjoys outdoors - kayaking and hiking, golf, full-bodied wine, and baking with his daughter.
Some or all alternative investments may not be suitable for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments. For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors.
If you have want to discuss your goals-based wealth management strategies or talk about your investment strategies, please call for an appointment with Chandra.
English, Hindi & Telugu
University of Arizona
University of Connecticut
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We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
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*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Merrill Lynch Wealth Management Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.