Cauvery Associates
As your financial doctor, we provide holistic, customer-first advice on investments, insurance, and wealth management. Our approach is direct and transparent, focused on your family's long-term financial security.
Financial Professional Development
Available across Bengaluru
We train people to become ethical, client-first financial advisors through hands-on programs for women and advisors, focusing on real skills and honest mentorship.
Insurance Solutions
Available across Bengaluru
We help you choose and manage the right insurance for your family, health, business, and profession, with advice and support whenever your needs change.
Investment Management
Available across Bengaluru
We manage your investments with regular check-ins, honest advice, and plans that fit your life, not just one-time product sales or automated tools.
Personal Financial Planning
Available across Bengaluru
We create custom financial plans for your family, review them regularly, and give practical advice for every stage of life—not just investment tips.
Meet your expert
Cauvery Associates
My Story
Started way back in 1994, hungry for a better life for my family. Back then, no mobiles, just landlines and chasing clients with directions like 'near the panipuri shop'—if the shop shut, toh gaya (then I was lost)! MDRT 2005 was a big moment, counting numbers till the last day. My mentor, Mr. Appachu, always checked on me. Family has sacrificed, so sometimes I just pack up and escape Bangalore for a bit. Yoga, instrumental music, and just chatting with clients—that's how I recharge. Learnt a lot from them.
My Work
All-in-one Financial Services - We cover financial planning, mutual funds, SIPs, insurance, retirement, tax, wealth management, and even loans. Custom investment portfolio for every client.
Your Financial Doctor in Bangalore - We don’t push products. We listen, diagnose, and give real advice—just like a doctor, but for your money.
Honest, Transparent Advice - No sugar-coating. We stay customer-first, always giving transparent insurance advice and realistic plans.
Legacy & Long-term Care - We keep checking in as life changes. Now, my son Harshit is with us, so our holistic wealth management covers your family for years.