Clients have the right to cancel their services at any time. To initiate a cancellation, please notify us in writing or by email.
Please note that specific terms and conditions may apply to different service packages or contracts. We recommend reviewing your service agreement for details on the refund and cancellation policies that pertain to your specific situation.
THOMAS VERGHESE
Founder - Squareleague Wealth Management
Komal Sharma
Associate Partner & Investment Specialist
Ashwarth Mohan
Assistant Manager - Research and Operations
SALMAN FARISH
Partner
REMYA RAGHUNATH
Partner - Research and Operations
REMIN FRANCIS I R
Research Analyst
We counsel individuals and families on how to pursue their life goals by developing their vision and creating the appropriate financial structure to support and preserve those goals in an ever-changing economic environment.
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Some principles and strategies may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals.
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your situation.
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