20+ Years Guiding Investors | Author | AMFI Registered MFD
Combining financial experience, professional expertise and practical wisdom for every stage of your journey.
Turning Your Financial Goals into a Clear Path Forward
Explore Focused Investment Opportunities for Diverse Goals
Building Wealth Through Disciplined Mutual Fund Investing
We align investments to your life goals such as education, retirement,..
Assistance in selecting mutual fund schemes aligned to your goals, time horizon, and risk profile.
Structure your income, expenses, and investments to support a steady cash flow throughout retirement.
Assess your existing portfolio to understand its performance, diversification, and alignment with your financial goals.
Protect yourself and your family from unexpected medical expenses with suitable health insurance coverage.
Organize investments with a focus on improving tax efficiency while working toward long-term financial goals.
With over 25 years of experience in personal finance, Srikanth Matrubai has helped 1000+ individuals make informed financial decisions and build long-term wealth.
Recognised as India's Most Influential Volatility Coach by The Economic Times, he is an AMFI registered MFD, Qualified Personal Financial Professional (QPFP) and Certified Retirement Advisor Planner,
He is also the is the author of two Amazon bestselling books, Don't Retire Rich and WOW – Wealth of Wisdom.
Srikanth is widely recognised for making complex financial concepts simple through media platforms like Radio City and News18 Kannada
At Srikavi Wealth, your Wealth Journey never starts with Investments. It starts with YOU Because we believe every individual has different background, different risk profile, different aspiration, dreams, responsibilities and concerns.
That’s why its called PERSONAL FINANCE
Markets will go up and down. We don't panic. We've built your plan to handle volatility. Our job is to reduce your uncertainty, not amplify it.
Financial goals are the priorities and targets you set for how you want to spend and save your money. They aren't one size fits all, because everyone has different priorities. However, if you don't set your financial goals, you'll probably be left wondering where all your money went. Importance of Setting Goals.
"I’ve known Srikanth sir for over a decade, even before he founded Sri Kavi. His professionalism, ethics, and forward-thinking advice have never wavered, always straightforward, prompt, and never pushy. Staying with him and his team has been one of the best decisions of my life. Wishing them continued success in helping millions achieve financial peace of mind. "
"My association with Srikavi Wealth began nearly two decades ago and has been one of the best financial decisions I've made. Their guidance, knowledge, and genuine care have helped me build wealth with confidence. What truly stands out is that they treat every client like family"
"The greatest value Srikavi Wealth has brought into my life is not just better financial decisions, but greater confidence about the future. They understand that wealth is not merely about numbers—it is about dreams, responsibilities and the people we care about. Their disciplined and personal approach has given me something truly priceless: peace of mind about my family’s financial future."
"I consider myself extremely fortunate to have been associated with Mr Srikanth Matrubai Co Founder of SriKavi Wealth Over the years he has been much more than a financial advisor to me He has been a mentor a guide and a true Guru in my wealth creation journey Through his insightful guidance educational initiatives and the highly engaging WOW Wealth of Wisdom WhatsApp community Srikanth has helped countless individuals including me understand the true principles of wealth creation and financial discipline His teachings are not limited to investment products or market commentary Instead he focuses on developing the right mindset habits and long term vision required to build sustainable wealth What sets Srikanth apart is his unwavering commitment to integrity and investor education Every piece of advice he shares is backed by facts experience and thorough analysis rather than assumptions or speculation This level of honesty and professionalism has earned my complete trust I can confidently say that I trust his guidance with my eyes closed because I know it always comes from a place of knowledge sincerity and genuine concern for his clients financial wellbeing His book Dont Retire Rich is a valuable contribution to the field of personal finance and wealth management offering practical wisdom that inspires readers to rethink their approach to financial independence and life goals Beyond his financial expertise Srikanth is a kind hearted and compassionate human being who genuinely cares about the success and wellbeing of the people he serves His humility generosity in sharing knowledge and dedication to empowering others make him truly exceptional My heartfelt gratitude goes to Srikanth for showing me the path of financial wisdom and helping shape my wealth journey over the last decade His influence has extended far beyond investments teaching life lessons that continue to guide me every day Thank you Srikanth for being a mentor a teacher and a friend cum family person on this journey toward financial freedom"
"With Srikavi Wealth, I found more than a financial partner. I found a team that listens, understands, and genuinely cares about my family's future. Their guidance has helped us make informed decisions and stay focused on our long-term goals."
"Working with Srikavi Wealth has been a truly reassuring experience for me, both financially and personally. A special mention to my financial advisor, Srikanth Mathrubhai, whose guidance has been invaluable. His approach goes beyond just numbers, he genuinely understands my goals, provides thoughtful advice, and ensures I feel confident in every decision I make. What stands out the most is the personal care and attention he brings to the table. It’s rare to find someone who combines financial expertise with such a high level of trust, patience, and commitment. I’m grateful for the support and would highly recommend Srikavi Wealth to anyone looking for reliable and personalized financial guidance. "
"The greatest lesson I learnt from Srikanth is that money should work for you, not the other way around. His disciplined approach to wealth creation has positively influenced not only my finances but also my way of life."
"What impressed me most about Srikavi Wealth was not just their deep knowledge, but the way they treat every client with patience, honesty, and respect. They have been a trusted partner in our financial journey for many years."
No. 68, Appu Rao Road, Chamrajpet, Bengaluru – 560018, Karnataka, India
