Founded in 2003 by Tejaswi (Tej) S. Patel, a wealth advisory professional, Evyavan is a well-established boutique investment management services firm serving high net worth individuals and businesses in the greater New York and New Jersey community.
At Evyavan, we believe a great business clearly defines its values and consistently upholds and reinforces them. Our values are integrity, empathy and compassion, transparency, and simplicity. This means we are committed to putting your best interests first. We make ourselves readily available to our clients and personally attend to your questions and concerns. We educate you and help you understand the services you are getting and any fees involved. And we provide clear, understandable investment advice, simplifying the complex so you can make your financial and life decisions with more confidence. Simply put, we exist to serve you and your interests. It's what we love to do.
Mr. Tejaswi S. Patel (Tej) has a long, rich history serving as an independent wealth advisory professional since 2003, and much of his industry knowledge has been acquired through various hands-on experiences in the Global Financial Markets since 1996. Prior to founding Evyavan, Tej served as Vice President for the Private Wealth Management group at Deutsche Bank, and prior to his time at Deutsche Bank, he served as Vice President at First Union Securities (now Wells Fargo).
His experience at these firms has helped him hone valuable skills, develop key network and industry connections, form insightful investment perspectives, and achieve a skillful familiarity with state-of-the-art industry resources and tools. Equipped with this experience and industry know-how, Tej saw an opportunity to focus on a more personalized approach to wealth management services. He wanted to have a greater impact on individual clients by providing them with genuine, objective advice in a context where he could deliver a variety of opportunities that prioritize his clients’ best interests. Tej set out to pursue his vision of providing a highly relational approach to independent wealth management, founding Evyavan Advisory Services.
In his nearly 20 years of experience as a wealth advisory professional, Tej has primarily specialized in advising high-net-worth and ultra-high-net-worth families of professionals and entrepreneurs. For these clients and their unique needs, Tej focuses on optimizing their overall investment returns while minimizing associated risks. Tej also specializes in serving and advising high-net-worth established physicians. With a deep understanding of the unique financial considerations which these medical professionals commonly face, Tej is strategically positioned and equipped to serve their specific needs.
Tej finds great fulfillment in helping his clients through his highly specialized and disciplined approach to their very specific goals for wealth management. He firmly believes in the value of maintaining a long-term investment focus. Under this perspective, Tej specializes in protecting his clients’ best interests through both defensive and aggressive strategies across equity, fixed-income, and alternative investment markets. Custom tailoring his portfolios to satisfy the risk appetite of each individual client, he advises them consistently to focus on risk-adjusted returns, while diligently striving to outperform industry-standard benchmarks. Tej also maintains a disciplined approach toward reducing portfolio volatility, profit locking protection, and exit strategies, which he believes are key to helping his clients truly thrive in today's markets.
In addition to his impressive professional history, Tej’s formal education includes a Master of Science in Engineering Management Studies from Drexel University, as well as a Bachelor of Science degree in Electrical Engineering (Instrumentation & Control) from India.
All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful. Past performance is not an indication or guarantee of future results. Asset allocation is an investment strategy that will not guarantee a profit or protect you from loss. A diversified portfolio does not assure a profit or protect against loss in a declining market.
Changing financial advisors can be a big, intimidating step in your life, but it can put you on the path to fulfilling your goals and pursuing your biggest dreams. Our team is high-touch, and takes the time to get to know you and your unique life circumstances which allows for your story to inspire and motivate us in the careful and successful management of your accounts. And more importantly, it supports the client-manager relationship, forming trust and helping the relationship to develop and grow. With us, your dreams are in caring and capable hands, and here, the possibilities are endless.
As an independent wealth management firm, our first priority is to invest your wealth according to your needs and your life circumstances, but in order to do this and do it well, we first take the time to get to know each of our prospective clients on a personal basis before we do anything or make any recommendations. At Evyavan, our staff of highly qualified financial professionals takes pride in providing you with quality services at affordable rates.
At Evyavan, we believe it is crucial to develop professional relationships to expand the scope of our business and to leverage the power of great minds. We also believe that no two clients are alike. That's why our process involves getting to know you, first and foremost, before we make any recommendations or decisions. When you come on board as a client at Evyavan, here's what you'll experience:
By establishing lasting relationships with our clients, they know they are cared for like family. We earn their trust daily by being consistently available and highly attentive. They experience our care and trust that we do as we say.
We understand every client's unique journey because we treat each client like family. This connection compels us to guide them through life's ups and downs and be a steady partner through every circumstance and life decision.
Our clients are always well-informed about the cost of our services. We're committed to offering independent and objective advice, and our first order of business is always to put our clients' wealth and interests first.
We offer clear and understandable investment advice. Our job is to simplify the complexities of the financial world for our clients, so they can feel confident knowing they have experienced professionals acting on their behalf.
A 5-minute questionnaire covers topics such as portfolio size and top financial goals, while showing real dollar amounts of how much you are willing to risk for potential gains. Once complete, you will have a personalized Risk Number®. It's fast, free and displays your number instantly.
We provide financial services such as brokerage services, asset allocation and management, and corporate services for high net worth individuals, families, and businesses.
We believe that no two clients are alike. Before we provide any advice, we get to know you and where you’re starting from. Then we focus on your goals and help you develop a personalized financial plan.
We want to hear from you! Whatever your circumstances or life stage, our financial professionals are here and ready to get to know you and your wealth and investment management needs. Contact us today!