A complete list of active advisors currently associated with Chanakya Business Ventures LLC
Warmer can help you find a great advisor at Chanakya Business Ventures LLC or one who fits your needs even better.
Chanakya Business Ventures LLC provides ongoing portfolio management primarily for individual and high‑net‑worth clients, creating a written Investment Policy Statement for each client and seeking discretionary authority to implement tailored portfolios. The firm’s advice generally focuses on equities and ETFs and may include options in client portfolios. CBV’s investment process is grounded in fundamental analysis and can include long‑term and short‑term trading, margin transactions, and a variety of options strategies; it documents risk tolerances in the IPS, may use model allocations, and conducts regular portfolio monitoring. Clients receive monthly account reporting from the custodian and the firm reviews accounts at least annually or when triggered by material events. Compared with many solo independent advisers, CBV’s brochure indicates it also serves charitable organizations and corporate or business clients in addition to individuals, and it is willing to accept performance‑based fee arrangements that use a hurdle tied to the S&P 500. Operationally, the firm requires use of a specified custodian and does not aggregate trades across multiple client accounts, which are notable differences from common peer practices.
To learn more about the advisors currently working at Chanakya Business Ventures LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Johns Creek, GA
| 4
|
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