Loan Services
Available across Bengaluru
Cauvery Associates
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About Loan Services
Loan Services
We provide tailored loan solutions for both individuals and businesses. Our personal loans help meet individual financial needs while our business loans support small to medium enterprises.
Our Unique Approach
- Doorstep service at no additional cost
- Comprehensive financial assessment before loan recommendation
- Guidance on loan management and repayment strategies
Ideal For
- Individuals seeking personal financing for education, marriage, or other needs
- Small to medium businesses requiring working capital or expansion funds
- Clients looking for personalized loan solutions with expert guidance
Additional Benefits
- Integration with overall financial planning
- Regular review meetings to ensure loan objectives are met
- Complete privacy and data security 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.
