K VENKA

SP-VISION FINANCIAL

 

K VENKA
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About K VENKA

Upon graduating from National University of Singapore with majors in Economics and Statistics, K Venka ventured into the financial services industry in 1992. He founded Vision Financial in 1999 and leads a high-performing team of more than 20 consultants with client portfolios from Singapore, India, China and other Asian countries. He is also one the first few CPF certified practitioners in Singapore.

Venka is a strong advocator of the necessity to plan and not to put off addressing the vital financial and risk portfolio matters. Akin to a full health screening, he feels that while many yearn for a clean bill of health, most do not see the problems until they are being diagnosed.

As the chairman of Singapore’s MDRT MCC for two years in 2011 and 2012, Venka prides himself for being the pioneer that set in the “MDRT spirit” in Singapore again. Since then, MDRT Singapore has taken a different dimension and has grown from strength to strength with new young blood joining the industry.

Venka believes that the greatest strength of any organization is its people. His vision is to develop a team of trusted and competent professionals who can serve their clients well in the areas of financial and risk-based planning. As a leader of high professional standards, Venka ensures that his team of dedicated Financial Services Consultants are trained and well-equipped with the essential business and product knowledge, time management and goal setting skills so that they will be able to provide sound financial and insurance advices for their customers to achieve their financial goals and needs.

Venka revealed his own formula of success in his first book titled "Anchoring Success", which encapsulated all the traits of the successful people that he has met throughout his 20-plus-year of career. He is proud to be able to share and pass on these knowledge and wisdom with his team.

Accreditation

  • AIA Group MDRT Leader 2021 (Gold Award)
  • MDRT District 2021 (Sapphire Award) & 2020
  • Pinnacle District 2021
  • Prestige Club Member 2021
  • Prestige Club High Net Worth District 2021
  • MDRT Court of the Table - Qualifying & Life Member 2021
  • Financial Planner Awards 2019 – Top 5 in Insurance - Open Category
  • Certified Financial Planner (CFP®)

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