Financial Planning
Cauvery Associates
Bengaluru
113
Financial Planning
Personalized financial roadmaps for individuals, families & small businesses
Regular review meetings to keep your financial goals on track
Zero-cost doorstep consultations for your convenience
About
What we offer
We provide comprehensive financial planning tailored to individuals, families and SMEs. This includes customized portfolio management, investment strategies like the "15-15-15 Rule", and detailed risk assessment.
Our unique approach
- Focus on financial literacy and education alongside planning
- Regular review meetings and proactive updates
- Data-driven portfolio management with 100% privacy guarantee
- Doorstep service delivery
Ideal for
Individuals and businesses seeking long-term financial guidance with emphasis on systematic investment planning and risk management. Best suited for those who value financial education as part of their planning journey.
Additional features
We implement proven strategies like SIPs and compound interest principles while providing continuous guidance on insurance coverage and risk mitigation.
Financial Education
Regular workshops and seminars on money management
Practical guidance on investment strategies
Digital learning resources and social media content
About
We provide comprehensive financial literacy programs focused on empowering individuals with essential money management knowledge. Our approach combines practical investment strategies like the "15-15-15 Rule" with educational workshops and seminars.
What Makes Us Different
- Emphasis on teaching the power of compounding
- Focus on early investment education
- Regular workshops and educational content
- Practical, real-world financial guidance
Ideal For
- Young professionals starting their investment journey
- Parents wanting to teach children about money management
- Individuals seeking to understand investment basics
- Small business owners looking to improve financial knowledge
Additional Details
Our financial education program is built on 30 years of industry experience, helping over 5000 individuals make informed financial decisions. We focus on long-term wealth creation through systematic investment planning and risk management education.
Insurance Advisory
Comprehensive life and health insurance solutions for your family
Detailed risk assessment to ensure proper coverage
Support in claims and policy management
About
What We Offer
We provide comprehensive insurance analysis and recommendations covering life, health, and general insurance. Our advisory includes detailed risk assessment, coverage optimization, and family protection planning.
Our Unique Approach
- Zero-cost doorstep service
- Regular policy reviews and updates
- Focus on education about insurance benefits
- Customized solutions based on individual needs
Ideal For
Individuals and families seeking expert guidance in selecting the right insurance coverage for life protection, healthcare needs, and asset security.
Additional Benefits
We emphasize long-term protection planning with a focus on cashless coverage options and family floater plans. Our advisory ensures clients understand their policies thoroughly and get optimal coverage for their premium.
Loan Services
Customized personal loan solutions for your needs
Business loan facilitation for enterprises
End-to-end assistance in loan processing
About
We provide tailored loan solutions for both individuals and businesses. Our personal loans help meet individual financial needs while our business loans support small to medium enterprises.
Our Unique Approach
- Doorstep service at no additional cost
- Comprehensive financial assessment before loan recommendation
- Guidance on loan management and repayment strategies
Ideal For
- Individuals seeking personal financing for education, marriage, or other needs
- Small to medium businesses requiring working capital or expansion funds
- Clients looking for personalized loan solutions with expert guidance
Additional Benefits
- Integration with overall financial planning
- Regular review meetings to ensure loan objectives are met
- Complete privacy and data security guarantee
Investment Services
Expert guidance on mutual funds and SIP investments
Long-term wealth creation using the 15-15-15 compound growth strategy
Active portfolio management across multiple asset classes
About
We provide comprehensive investment guidance focused on long-term wealth creation through:
- Mutual fund investments and Systematic Investment Plans (SIPs)
- Portfolio management across diverse asset classes
- Long-term investment strategies like our "15-15-15 Rule" leveraging compound growth
Why Choose Us
- 30 years of investment management expertise
- Focus on educating clients about investment strategies
- Regular portfolio reviews and proactive updates
Ideal For
- Individuals seeking long-term wealth creation
- Families planning for future financial goals
- Small to medium enterprises looking for portfolio diversification
Additional Benefits
- Professional analysis for customized portfolio planning
- Digital portfolio management tools
- Complete data privacy guarantee
Meet your Expert
Cauvery Associates
1 connects in last 3 months
My Journey - Started in 1994 when my mentor Mr. Appachu guided me through finance. Now have an honorary doctorate.
Why I chose this - Low salary pushed me to explore finance. Wanted better living standards and support for higher education.
What keeps me going - I do yoga, listen to light music, and enjoy meaningful conversations with clients.
Life lessons - Positive stress (eustress) helped me achieve milestones like MDRT in 2005. It taught me patience.
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