About Me

Viknesh Chelvam

Approved Financial Advisor - Licensed by Bank Negara Malaysia
Capital Market Services Representative - Licensed by Securities Commission Malaysia
Corporate Unit Trust & PRS Advisor - Licensed by Federation of Investment Managers Malaysia
Real Estate Negotiator @ Knight Frank - Licensed by Malaysian Institute of Estate Agents (REN12345)

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.

Insurance
Property
Investments
Consultation
Planning

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.

RolePrimary FocusTypical Services
Financial AdvisorOverall financial planning (holistic)Investment, insurance, tax, retirement, estate planning, etc.
Investment AdvisorInvestment management and strategyInvestment portfolio advice, market analysis, asset allocation
Banking AdvisorBank products and servicesAccounts, 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

+12.5%
Trending up this year
Portfolio under active management

Total Property Sold

24

+50.0%
Showing steady growth
Strong start to our growth journey

Average Returns

7.2%

+0.6%
Steady performance increase
Aligned with growth projections

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.