Available across Bengaluru
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We provide comprehensive financial literacy programs focused on empowering individuals with essential money management knowledge. Our approach combines practical investment strategies like the "15-15-15 Rule" with educational workshops and seminars.
Our financial education program is built on 30 years of industry experience, helping over 5000 individuals make informed financial decisions. We focus on long-term wealth creation through systematic investment planning and risk management education.
Cauvery Associates
My Story
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.
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