About Me

Viknesh Chelvam
I’m Viknesh, your trusted partner in finance and property. Having completed my Registered Financial Planner (RFP) license, I am now a Registered Financial Advisor at Harveston Sdn Bhd, where I specialise in crafting comprehensive financial strategies and insurance reviews for both individuals and businesses.
In addition to my financial role, I am also a Registered Estate Negotiator (REN78029) with Knight Frank Property Hub, where I gain access to exclusive properties and in-depth market insights — ranging from personal residences to large-scale commercial developments.
My professional journey has always revolved around two pillars: People and Possibility. This dual expertise allows me to identify opportunities others might overlook and deliver solutions that are purposeful, integrated, and future-focused — providing clients with holistic insight into both wealth accumulation and real-estate growth.
What Sets Me Apart
• Credibility & Care — My credentials as a Registered Financial Advisor and Real Estate Negotiator are matched by a genuinely client-centric approach.
• Transparent Communication — I believe clarity builds trust. I take time to explain the “why” behind every recommendation.
• Adaptive & Informed — Markets evolve, and so do I. I stay up to date with financial and property trends to offer the most relevant insights.
• Holistic Vision — Whether your focus is wealth growth, property expansion, or both, I bring a unified perspective to help you succeed.
| Role | Primary Focus | Typical Services |
|---|---|---|
| Financial Advisor | Overall financial planning (holistic) | Investment, insurance, tax, retirement, estate planning, etc. |
| Investment Advisor | Investment management and strategy | Investment portfolio advice, market analysis, asset allocation |
| Banking Advisor | Bank products and services | Accounts, credit cards, loans, mortgages, and often investment products offered by the bank |
My Clientele & Track Record
Over the years, I’ve had the privilege of working with a diverse range of clients — from young professionals taking their first financial steps to seasoned investors expanding their portfolios. My commitment to strategic guidance and long-term relationships has translated into measurable results. These figures reflect more than just numbers — they represent the trust, consistency, and results built through personalised advice, disciplined planning, and integrity in every client engagement.
Total AUM
RM 4,275,000
Total Property Sold
24
Average Returns
7.2%
Let’s Grow Together
Every client is unique — and every goal deserves personal attention. Whether you’re building your path toward financial independence, expanding your real-estate portfolio, or seeking integrated guidance across both areas, I’m here to walk that journey with you.
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