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.
Cauvery Associates
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About Investment Management
My Approach
Managing money is not just numbers and charts - it's about making sure your family is financially steady, come what may. After working with families for 30 years, I can say most people don’t need fancy apps, but a real person to listen and guide. I keep my advice real and straightforward, always putting your needs before anything else.
Why Talk to a 'Financial Doctor'?
ನಮ್ಮಲ್ಲಿ ಹೆಚ್ಚು ಜನರಿಗೆ ಹಣದ ವಿಷಯಗಳಲ್ಲಿ ಸ್ಪಷ್ಟತೆ ಇಲ್ಲ (Most of us still aren’t clear about money matters). Apps can’t understand your struggles or dreams. I act like a financial doctor: I listen, ask questions, and prescribe what actually fits your life, not just what some software spits out. Your info stays safe with us, always.
How We Work Together
- We meet and talk about what you want for your future.
- I look closely at your current situation, no sugarcoating.
- Together we start a plan, usually with mutual funds or a long-term SIP strategy. You can even begin with ₹1000/month.
- I’ll keep an eye on your portfolio, not just set and forget.
- As life changes, we tweak the plan so it always fits.
What You Get
- Real talk on risks and returns, not just promises.
- Portfolio rebalancing advice to keep things on track.
- Step-by-step guidance so you don’t feel lost.
- My promise - honest advice, no hidden agenda, and support as your life grows.
Wealth building is a journey, not a race. I’m here for all the steps.
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.