Cauvery Associates

About

Managing money is not just numbers and charts - it's about making sure your family is financially steady, come what may. After working with families for 30 years, I can say most people don’t need fancy apps, but a real person to listen and guide. I keep my advice real and straightforward, always putting your needs before anything else.

Why Talk to a 'Financial Doctor'?

ನಮ್ಮಲ್ಲಿ ಹೆಚ್ಚು ಜನರಿಗೆ ಹಣದ ವಿಷಯಗಳಲ್ಲಿ ಸ್ಪಷ್ಟತೆ ಇಲ್ಲ (Most of us still aren’t clear about money matters). Apps can’t understand your struggles or dreams. I act like a financial doctor: I listen, ask questions, and prescribe what actually fits your life, not just what some software spits out. Your info stays safe with us, always.

How We Work Together

• We meet and talk about what you want for your future.
• I look closely at your current situation, no sugarcoating.
• Together we start a plan, usually with mutual funds or a long-term SIP strategy. You can even begin with ₹1000/month.
• I’ll keep an eye on your portfolio, not just set and forget.
• As life changes, we tweak the plan so it always fits.

What You Get

• Real talk on risks and returns, not just promises.
• Portfolio rebalancing advice to keep things on track.
• Step-by-step guidance so you don’t feel lost.
• My promise - honest advice, no hidden agenda, and support as your life grows.

Wealth building is a journey, not a race. I’m here for all the steps.