Financial Planning
Available across Bengaluru
Cauvery Associates
120
Financial Planning
About
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
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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