Client Advisory

Biography

Dr. Indu Chhachhi is a Principal in the Bowling Green office. 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, Dr. Chhachhi served as a Senior Financial Advisor at ARGI Financial Group. He joined ARGI Financial Group in 2006 as a Financial Planner.

Education

  • B.S. in Chemical Engineering from Indian Institute of Technology (Delhi)
  • MBA from Southern Illinois University
  • Doctorate in Finance from Southern Illinois University

Highlights

  • Chair of the Finance Department at Western Kentucky University’s Gordon Ford College of Business (1999 – 2007 and (2016 – present)
  • Leon Page Fellow of Finance at Western Kentucky University
  • Director of the Tennessee Valley Authority’s Investment Challenge Program. As part of this program, undergraduate and graduate students at WKU manage a 25-30 stock portfolio (valued around $425,000 as of 2023)
  • Teaches finance at Southern Illinois University (began teaching in 1990). Has taught a variety of courses in the areas of investments, corporate finance and personal financial planning and has won number of teaching awards—both at the graduate as well as undergraduate level
  • Has written more than 15 articles in the areas of investment strategies, share repurchases, dividends, mergers and acquisitions, and topics related to financial education. His scholarly research has been published in some of the top Finance Journals, such as Financial Management, The Financial Review, Journal of Investing, Financial Services Review, and Journal of Financial Education

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