About Us
Coaching for Champions!
Building a Strong Relationship with Wealth Management
We are an investment advisory service that combines other financial services to address the needs of affluent clients. Using a consultative process, the advisor gleans information about the client’s wants and specific situation, then tailors a personalized strategy that uses a range of financial products and services. Often, a holistic approach is taken within wealth management. To meet the complex needs of a client, a broad range of services—such as investment advice, estate planning, accounting, retirement, and tax services—may be provided. While fee structures vary across comprehensive wealth management services, typically, fees are based on a client’s Assets Under Management (AUM).
Since 2020
We are an investment advisory service that combines other financial services to address the needs of affluent clients.
Past 2020
Using a consultative process,the advisor gleans information about the client’s wants and specific situation, then tailors a personalized strategy that uses a range financial products and services.
Present 2021
To meet the complex needs of a client, a broad range of services—such as investment advice, estate planning, accounting, retirement, and tax services—may be provided.
Our Financial Expert & CEO
Sreehari C.L
founder & CEO
Our CEO is a Top-performing professional with over 13 years of progressive experience in banking and finance, he is Accomplished in selling banking solutions to drive sales and revenue generation goals. He has been promoted from executive to Assistant vice president during the 13 years. He became the top-performing Senior Relationship Manager in Axis bank for 5 years consecutively and was awarded the best performing banker and investment manager in different foreign Countries. he completed his degree from the University of Calicut in BCOM from Christ College Thrissur, and completed his post-graduation in MBA from Chartered financial analyst of India.
Team Members
Aneesh Kumar M.P
Head - Corporate Relations
Pramod B.B
Senior Relationship Manager