Financial Planning
Available across Bengaluru
Cauvery Associates
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About Financial Planning
Financial Planning Services
What we offer
We provide comprehensive financial planning tailored to individuals, families and SMEs. This includes customized portfolio management, investment strategies like the "15-15-15 Rule", and detailed risk assessment.
Our unique approach
- Focus on financial literacy and education alongside planning
- Regular review meetings and proactive updates
- Data-driven portfolio management with 100% privacy guarantee
- Doorstep service delivery
Ideal for
Individuals and businesses seeking long-term financial guidance with emphasis on systematic investment planning and risk management. Best suited for those who value financial education as part of their planning journey.
Additional features
We implement proven strategies like SIPs and compound interest principles while providing continuous guidance on insurance coverage and risk mitigation.
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.
