Investment Services
Available across Bengaluru
Cauvery Associates
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About Investment Services
Investment Services
We provide comprehensive investment guidance focused on long-term wealth creation through:
- Mutual fund investments and Systematic Investment Plans (SIPs)
- Portfolio management across diverse asset classes
- Long-term investment strategies like our "15-15-15 Rule" leveraging compound growth
Why Choose Us
- 30 years of investment management expertise
- Focus on educating clients about investment strategies
- Regular portfolio reviews and proactive updates
Ideal For
- Individuals seeking long-term wealth creation
- Families planning for future financial goals
- Small to medium enterprises looking for portfolio diversification
Additional Benefits
- Professional analysis for customized portfolio planning
- Digital portfolio management tools
- Complete data privacy guarantee
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.
