Cauvery Associates

About

ನನಗೆ (I have) seen how confusing money matters can get, especially when most people around us never really had a chance to learn about it the right way. For 30 years, I've been working to simplify financial planning for families, one step at a time.

Not Just Investment Tips - It's About Your Life

I look at your finances like a doctor looks at health. No one-size-fits-all solutions, no sugar-coating. I tell you what's needed for your situation, straight up. My advice is always about protecting your family's future, not just finding the next investment.

How I Work With You

• We start with a real conversation - your dreams, worries, and what you actually want for your family.
• I’ll do a full financial health check before giving any advice.
• Every plan is custom-made, whether it's boosting your retirement corpus or building a child education fund.
• I keep an eye on your portfolio, tweaking things as life changes.
• Regular reviews mean your plan stays relevant, because nothing in life stays the same for too long.

What I Cover

• Retirement plans so you aren’t left wondering what’s next.
• Compounding for wealth creation, no matter how little you start with.
• Child education fund strategies that actually work.
• Tax-saving investment advice to keep more in your pocket.

For The Youngsters

If you’re under 30, start now. Small, steady steps mean big results later. ಎಷ್ಟು ಬೇಗ ಆರಂಭಿಸೋದು ಅಷ್ಟೇ ಉತ್ತಮ (The sooner you start, the better).

I promise - no cookie-cutter plans, full privacy, and real talk only.