Available across Bengaluru
120
Only 27% of folks in Bharat (India) actually know about managing money - "Bharat-dalli kevala 27% prajegalu aarthikavaagi vishayagalannu tilidukondiddare." That's rough. For three decades, I’ve been on a mission to fix this. My job is making sure your family’s dreams don’t crash just because life throws a curveball.
I’m not here to sell you random policies. Think of me like a financial doctor. First, I listen and diagnose - what’s up with your finances, what do you want for your people, what’s your hustle. Then, I suggest what fits you. It’s not a one-size-fits-all thing. Your info? Safe with us - no worries.
Life insurance isn’t just paperwork - it’s showing love. If you have folks depending on you, got married, became a parent, bought a home, or started retirement plans, it’s time to look at financial protection for families. The earlier you start, the better - premiums go up with age, especially for term life insurance benefits.
I help with the full insurance circle:
I’m here beyond just paperwork. Whenever life changes - new baby, new job, whatever - I’ll check in, review, and keep you reminded so you’re never caught off guard. Change happens, but being ready means you can handle it.
Cauvery Associates
My Story
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.
© Speakleap Technologies Private Limited