Certified Professional, Trusted Advice
Mr. Shrinivas Nadigatla
We are a dedicated financial services firm committed to helping clients achieve their wealth-building goals through personalized financial planning, expert advice, and comprehensive investment solutions.
With over 15 crores in assets under management and 300+ satisfied investors, we provide trusted guidance in mutual funds, insurance, loans, and tax consultancy to secure your financial future.
Assets Under Management
Years Experience
Assets Under Management
15+ Crores in assets managed, reflecting our trusted expertise.
Happy Investor Base
300+ happy investors who have achieved their financial goals with us.
Comprehensive Insurance Coverage
Providing extensive life and general insurance coverage for financial security.
Expert Financial Planning & Wealth Management Services
We offer Mutual Funds, Insurance, Loans, and more. Serving Mumbai with a focus on client success.
Mutual Funds, Insurance, Loans, Tax Consultancy
Mutual Funds
Diversified investment portfolios managed by professionals for growth or income.
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Our Departments
Our specialized departments work collaboratively to provide seamless and expert financial solutions.
Research and Analysis
Client Relationship
Client Servicing
Our Services
Client Onboarding
Smoothly integrate new clients with efficient account setup.
Financial Planning Education
Empower clients with financial knowledge.
Financial Goals Understanding
Identify and align with your unique financial objectives.
Risk Profile Evaluation
Determine appropriate investment strategies based on risk tolerance.
Investment Options Research
Recommend optimal investments through thorough market analysis.
Trade Execution Support
Assist clients in executing secure and timely transactions.
Regular Economic Updates
Keep clients informed with the latest economic insights.
Portfolio Review & Rebalancing
Optimize investments through periodic reviews and adjustments.
What Our Clients Say
"Shrinivas has been instrumental in helping me navigate the complexities of financial planning. His in-depth knowledge of mutual funds and insurance, combined with his personalized approach, has given me the confidence to achieve my financial goals."
Mr. Saishree Shetty
"Shrinivas is a trusted advisor who always puts his clients' best interests first. His guidance on tax planning and investment strategies has been invaluable, and I appreciate his ongoing support and regular updates"
Mr. Jayesh Dalvi
"From navigating mutual funds to securing the right insurance, Shrinivas has been a reliable partner in my financial journey. His professionalism, expertise, and genuine care for his clients make him an exceptional financial advisor"
Mr. Kiran Chandorkar
"From navigating mutual funds to securing the right insurance, Shrinivas has been a reliable partner in my financial journey. His professionalism, expertise, and genuine care for his clients make him an exceptional financial advisor. I particularly value his ability to explain complex financial concepts in a way that is easy to understand."
Mr. Prasad Jaiswal
"Shrinivas helped me with a very complex financial situation involving multiple investments and liabilities. He was able to create a clear and actionable plan that has significantly improved my financial outlook. I am incredibly grateful for his expertise and dedication."
Mr. Kailsh Jain
"I have worked with several financial advisors in the past, but Shrinivas stands out for his personalized service and genuine concern for his clients' financial well-being. He is always available to answer my questions and provide guidance, and I have complete confidence in his advice."
Ms. Keerti Joshi
Our Mission
To create centers that provide expert financial guidance and support, offering personalized financial planning and step-by-step roadmaps to help clients achieve their wealth-building goals.
Our Vision
To establish 100 centers and support 5000 clients in building wealth through personalized financial guidance and expert support.
Our Values
Focused on contribution, relationships, support, collaboration, innovation, and accountability to guide clients in reaching their financial goals.
We offer a range of financial services, including client onboarding, financial planning education, goal setting, risk profile evaluation, investment research and analysis, trade execution support, regular market updates, and portfolio review and rebalancing. We also provide assistance with loans and income tax and GST consulting.
Our product offerings include Mutual Funds, Mediclaim (Health Insurance), Life Insurance, PMS (Portfolio Management Services), AIF (Alternative Investment Funds), various loans (Home Loans, Education Loans, Business Loans, and Loan Against Mutual Funds), Debt Funds, and Income Tax and GST Consultant services.
Shrinivas Nadigatla holds a T.Y.BCOM degree and has certifications in Life Insurance, General Insurance, and Mutual Funds.
We assist with Home Loans, Education Loans, Business Loans, and Loans Against Mutual Funds.
Contact Info
- Office : VRUDAVAN COLONY ROW HOUSE NO. L6/42, NEAR SULABHA SCHOOL, TILAK NAGAR, CHEMBUR WEST, MUMBAI - 400089.
- Appointment: Mon - Sat : 11:00 AM -8.00 PM Sunday : Closed
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Take Control of Your Finances. Get in Touch.