About us

I am a Personal CFO who helps my investors plan for their LONGEST VACATION in their life……Their RETIREMENT!!

Successful Wealth creation is an ever changing ideal. It demands an in-depth consultative process that delivers customized solutions across the broad array of financial needs as well as asset classes. I believe that every client is different and view their situation as unique before embarking on the journey to create a roadmap in order to achieve the predefined goals. It’s not just about timing your investments, it’s also about how much time you give them.

Products

Mutual Funds

Mutual funds are basically investment vehicles that comprise the capital of different investors who share a mutual financial goal. The money pooled together by you and other investors are managed by a fund manager who invests it in financial assets such as stocks, bonds, etc.

Equity

There is a saying in stock markets that if you want to make your broker rich, go for Intraday Trading/Short Term Investing and if you want to make yourself rich, go for long term investing in Quality Multibagger stocks.

Bonds

Bonds are commonly referred to as fixed income securities and are one of three asset classes individual investors are usually familiar with, along with stocks (equities) and cash equivalents.

Health Insurance

Health insurance is the insurance which protects from any incurred hospitalisation expenses. In this busy and hectic life everybody should have a health insurance policy which can be very useful in emergencies.

Life Insurance

Insurance is an important risk management tool that can protect you and your family from financial hardship caused by unfortunate events. We work with you to identify your risks and implement a cost-effective risk management program that has been developed with your specific circumstances and requirements in mind.

Available Worldwide

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    Srikavi Wealth

    ADDRESS

    No.68, Appu Rao Rd, Raghavendra Colony, Chamrajpet, Bengaluru, Karnataka 560018

    PHONE

    +91-99725-20155

    EMAIL

    matrubai.srikanth@gmail.com