Cauvery Associates

About

Bharatdalli, kashta sathya idu - only about 27% of people really understand financial matters. Most families collapse not because of fate but because of poor money decisions. I’m determined to change this, one professional at a time. I care more about honesty than sweet talk.

What I Offer

I pick and train people who want to be financial guardians, not just salespeople. Here’s how I do it:

• Bima Sakhi Program for Women: If you’re a homemaker, student, or just want to stand on your own feet, this LIC-backed path is for you. You get flexibility, a stipend, and a chance to build a real career in financial services.
• 360° Advisor Excellence: For advisors who want to be more than product pushers. My sessions are intense, sometimes 9+ hours, and focus on ethical financial advisory skills, digital tools, and holistic wealth management training.
• Motivation & Mentorship: With 30 years of ups and downs, I share stories that textbooks miss. I know the stress, I know the rewards.

What Matters Most

• Full honesty. No hiding facts or sugar-coating
• Always put client’s goals first, not your own targets
• Respect for client privacy, always
• Empathy – always try to see through the client’s eyes

My Promise

I started this journey hungry for a better life. Now, I want to help you find purpose and pride in this field. Change is tough, but it’s the only way to grow. I had mentors who shaped me – now, let me pass that on to you.