Financial Education
Available across Bengaluru
Cauvery Associates
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About Financial Education
Financial Education Services
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.
What Makes Us Different
- Emphasis on teaching the power of compounding
- Focus on early investment education
- Regular workshops and educational content
- Practical, real-world financial guidance
Ideal For
- Young professionals starting their investment journey
- Parents wanting to teach children about money management
- Individuals seeking to understand investment basics
- Small business owners looking to improve financial knowledge
Additional Details
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.
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.
