Indu Chhachhi
Gestionnaire de Portefeuille-Actions chez Cerity Partners LLC
Profil
Dr. Indudeep S.
Chhachhi is a Principal at Cerity Partners LLC.
He works with a team of focused consultants that help provide clarity for individuals and businesses through comprehensive, integrated financial services such as: comprehensive financial planning; advanced (including option based) Investment strategies; business management and accounting services; corporate benefits education for employees; business retirement plan management and consulting services; tax preparation and planning.
Prior to joining Cerity Partners, he served as a Senior Financial Advisor at ARGI Financial Group.
He joined ARGI Financial Group in 2006 as a Financial Planner.
Dr. Chhachhi received his undergraduate degree from Indian Institute of Technology New Delhi, an MBA from Southern Illinois University and a doctorate degree from Southern Illinois University.
Postes actifs de Indu Chhachhi
| Sociétés | Poste | Début |
|---|---|---|
Cerity Partners LLC
 Cerity Partners LLC Investment ManagersFinance Cerity Partners LLC is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Douglas Nardi and Steven Schoneman in 2009 as HPM Partners LLC. Cerity Partners offers customized financial advice to individuals and their families, businesses and their employees, and non-profit organizations. | Gestionnaire de Portefeuille-Actions | - |
Anciens postes connus de Indu Chhachhi
| Sociétés | Poste | Fin |
|---|---|---|
| University of Western Kentucky | Président | 31/12/2006 |
ARGI Investment Services LLC
 ARGI Investment Services LLC Investment ManagersFinance ARGI Investment Services LLC (AIS) is a SEC-registered investment advisor headquartered in Louisville, Kentucky. The firm was founded in 2009 and is a wholly owned subsidiary of Cerity Partners Equity Holding LLC, which is ultimately owned by Palladium Partners LLC. AIS provides investment advisory and consulting services to individuals, high net-worth individuals, trusts, estates, corporations, pension and profit-sharing plans and charitable organizations. | Analyst-Fixed Income | - |
Formation de Indu Chhachhi
| Southern Illinois University | Doctorate Degree |
| Indian Institute of Technology New Delhi | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
ARGI Investment Services LLC
ARGI Investment Services LLC Investment ManagersFinance ARGI Investment Services LLC (AIS) is a SEC-registered investment advisor headquartered in Louisville, Kentucky. The firm was founded in 2009 and is a wholly owned subsidiary of Cerity Partners Equity Holding LLC, which is ultimately owned by Palladium Partners LLC. AIS provides investment advisory and consulting services to individuals, high net-worth individuals, trusts, estates, corporations, pension and profit-sharing plans and charitable organizations. | Finance |
Cerity Partners LLC
Cerity Partners LLC Investment ManagersFinance Cerity Partners LLC is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Douglas Nardi and Steven Schoneman in 2009 as HPM Partners LLC. Cerity Partners offers customized financial advice to individuals and their families, businesses and their employees, and non-profit organizations. | Finance |
