How We Approach

At SriKavi Wealth we have always believed that every financial journey is unique.

Hence we never begin with products.

We begin by understanding you, your financial standing, your concerns, goals, risk profile, your financial obligations, your financial aspirations.

Only then we analyse, filter and suggest investment products suitable to YOU.

Our Endeavour is to align investments to your goals so that you have

THE RIGHT AMOUNT OF MONEY AT THE RIGHT POINT OF TIME.

What Makes Us Different

Experience

20+ years of working with families and seeing multiple market cycles, both good and bad.

Independence

We're not tied to any bank, AMC, or insurance company. Our focus stays on what is right for the client.

Personalised Approach

Your plan is unique because YOU are unique. There is no standard financial plan and no one-size-fits-all portfolio

Process Over Promises

We guarantee clarity, structure, and discipline through every market cycle.

We look at Bigger Picture

Investments are only one part of your financial life. Goals, cash flows, insurance, taxes, loans, retirement and legacy all matter.

Frameworks Built From Experience

Our experience-led frameworks are built to help your portfolio weather market crashes, economic shifts, and life changes so that investments stay organised and reach financial goals.

We remain by your side at every turn in the markets, at every change in your life and hence portfolio review and timely guidance is given topmost priority to help you reach your goals with least stress and peace of mind.

Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments. Option of Direct Plan for every Mutual Fund Scheme is available to investors offering advantage of lower expense ratio. We are not entitled to earn any commission on Direct plans. Hence we do not deal in Direct Plans.

AMFI Registered Mutual Fund Distributor – ARN - 51423 | Date of initial registration – 26/05/2007 | Current validity of 01/07/2027

Grievance Officer- Abhishek Pathak | officesrikavi@gmail.com | 9972520155