Cauvery Associates

As your financial doctor, we provide holistic, customer-first advice on investments, insurance, and wealth management. Our approach is direct and transparent, focused on your family's long-term financial security.

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Services

Financial Professional Development

Available across Bengaluru

₹ 1,200-5,000 per participant per day

Investment Management

Available across Bengaluru

₹ 0.5-1.5 per annum (% of AUM)

Insurance Solutions

Available across Bengaluru

₹ 500-10K per consultation

Personal Financial Planning

Available across Bengaluru

₹ 5-20K per client per year

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.

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