Our Founding Partner – Ram Kolluri, MBA CFP®
Ram Kolluri was the Founder and Chairman of Global Wealth Management, LLC (www.globalwealthllc.com), – serving high-net-worth physician families, entrepreneurs, pension plans, and foundations on the Eastern Seaboard. Upon starting the firm, Ram developed proprietary equity valuation models and utilized them successfully in managing client portfolios. He sold the firm to a private family office in 2017 and remained its Chief Investment Strategist until April 2023.
Ram was an early adopter of Exchange Traded Funds (ETFs) when first introduced in the United States in 1993. He is a pioneer in building ultra-low-cost investor portfolios consisting exclusively of equity and bond index funds and ETFs. Ram focuses on long-term wealth building via time-compounding investment returns and carefully controlling portfolio risk. He specializes in inter-generational wealth management via capital preservation and achieving inflation-adjusted principal growth.
Born in India, Ram holds a B.S. in Mathematics from Andhra University and an MBA in Finance from Pace University in New York. He holds certifications as a Chartered Accountant from India and a Certified Financial Planner® from the CFP Board. Ram lives in Austin, Texas, USA, with his wife, eldest daughter, and grandchildren.
Ram Kolluri is the Founder and Fiduciary Advisor of Exponential Wealth Management, LLC. He has been advising families across multiple market cycles since the 1980s, bringing decades of real-world investment experience to every client relationship.
Ram’s approach is grounded in long-term, tax-aware wealth compounding — not short-term performance chasing. He works selectively with high-net-worth families who are seeking a disciplined, trustworthy steward for their capital.
His commitment is simple: act solely in his clients’ best interests, every time, without exception.
Our Founding Partner – Kalpesh Vijay
Kalpesh provides leadership, team building skills, inspiring vision, and passion for customer satisfaction that drives the strategic direction and is responsible for overall company performance and success.
His expertise is grounded in software engineering and business process outsourcing that he has successfully delivered to customers for over Fifteen years. Kalpesh has been instrumental in creating innovative new approaches, methods and practices that have improved the productivity of the development process and delivered a more robust, user-friendly, secure, and quality software to satisfied customers. Kalpesh is recognized in the software industry for his design and development of an innovative analysis tool for sizing and calculating the cost and effort of migrating Lotus Notes to SharePoint.
Kalpesh has been a part of number of ECM Assessment, Design and Roll out for number of organizations. His expertise revolves around coordinating with different groups to get the ECM Requirements, identify and propose designs & solutions, preparing functional and Technical specifications, Develop and rollout the ECM Solution.He has also designed and developed an open source Knowledge Management solution that integrates with ECM and SharePoint technical environment.
Kalpesh established a cross platform mobile development practice and created a structured methodology and tools to build applications for different mobile platform with same code base.
Kalpesh is involved with the academic community in building a psychometric gaming solution which provides a mechanism to train a person to enhance and sharpen their life skills. The solution has been first of its kind in the industry, where in the principles of psychology, learning have been blended and delivered using digital devices.
Over the last couple of years, he has been involved in developing a Micro Finance Solution integrated with mobile platform which benefited customer base of greater than 400,000. The solution has been instrumental in enabling the Micro finance organization to reach the rural masses in the most cost effective and efficient manner.
In the new consumer-based smart device environment Kalpesh developed the Infomobility Framework and Approach ® that provides integrated software applications and tools to seamlessly manage the corporate online experiences among an organization’s web and mobile sites and social media network.
The leading international and Indian organizations that have benefited from his business and technical skills and experience include: Ried & Taylor, Synopsys, SONY, Home Depot, Coco Cola, and United Arab Emeritus (UAE). He is widely recognized for the successful design, development and deployment of start-up business venture software and products in the hospitality, communications, fashion, and entertainment industries.
Kalpesh earned a Bachelor of Engineering in Electronics and Communication from University of Mysore and has been awarded the ‘ Udyog Ratan’ Award by Institute of Economic Studies, New Delhi, India
