WELCOME TO
CAUVERY ASSOCIATES LLP
Insurance and Investment Advisors
Your Goals, Our Expertise. Cauvery Associates LLP is committed to helping you build a Secure and Prosperous Future. With Personalized Strategies across Investments, Insurance, Pension, and Tax Planning, we provide Solutions that Work for You. Trust us to Guide your Financial Decisions with Clarity and Confidence, so you can focus on what matters most. Let’s make your Money work Smarter—Together.
The KEY to MAKING MONEY is to STAY INVESTED
OUR VISION
We, as Insurance and Investment Advisors shall put sincere efforts to provide the appropriate Insurance and Investment Solutions to Individuals, Groups & their Properties by providing
BY UPGRADING TECHNOLOGY TO SUIT THE CHANGES IN THE CLIENT’S EXPECTATIONS.
“The KEY to MAKING MONEY is to STAY INVESTED”
“CONSISTENT SUPERIOR CLIENT EXPERIENCE"
OUR SERVICES
Years of Experience, Unmatched Expertise
FINANCIAL
PLANNING
Our highly experienced and qualified advisors will work closely with you to develop customized portfolios that meet all your Financial Goals.
A TO Z
IN
INSURANCE
Cauvery Associates LLP is the one-stop shop for all your insurance needs. Our experienced professionals take care of A to Z in Insurance, delivering friendly, personalized service with tailored insurance solutions to meet your unique requirements.
MUTUAL FUNDS
At Cauvery Associates, we believe in smart, calculated risks for financial growth. Our experts guide you in strategic portfolio diversification, helping you tap into the stock market while managing risks. Let’s turn risk into opportunity—together.
LOANS
Competitive and reliable loan solutions for individuals and businesses. Whether you're looking for a mortgage, personal loan, business loan, or other type of loan, find the best loan for your needs.
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What services does Cauvery Associates LLP provide?We offer a comprehensive range of Financial Planning services, including Investment Management, Insurance Solutions (Life, Health & Non-Life), Wealth Creation, Debt Management, Retirement Solutions and Tax Planning.
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How does Cauvery Associates LLP develop Financial Plans?Our Experienced Team takes the time to understand your Unique Financial Situation, Financial Goals, & Risk appetite. We then create Custom-made Portfolios tailored to your needs, ensuring a 360-Degree approach to Wealth Management.
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Why should I choose Cauvery Associates LLPTrusted Advisors Since 1994. Serving 5000+ Families and 25+ Organizations. Our success comes from expert guidance and personalized service. Client Satisfaction sets us apart. We offer Commitment-free Discussions and End-to-End services for the support you deserve.
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How does Cauvery Associates LLP network of partnerships benefit clients?Our strong network of partnership with Companies like Life Insurance Corporation of India, The New India Assurance Co. Ltd., 45+ Asset Management Companies allows us to offer diverse array of Products and Services. Additionally, we are associated with 23+ Banks for Personal Loans and 92+ Banks/Financial Institutions for Business and Mortgage Loans. This extensive network empowers us to meet your Financial Needs seamlessly and efficiently.
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What can I expect during a consultation?During your initial consultation, we will discuss your Financial Goals and current Financial Situation. Our Friendly team of Experts, will provide expert advice and help you understand your options, without any obligation. We strive to make Financial Planning straight forward and stress-free, giving you the confidence to take control of your Financial Future. Click to know more: https://www.cauveryassociates.com/financial-planning-cauveryassociates-insurance-and-investments-financial-planning
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How do you ensure Personalized Financial Solutions?We recognize that every individual has a Unique Financial Journey. Our approach is highly customized, with portfolios and strategies designed to align with your specific Financial Objectives. Our dedicated service team remains available to offer ongoing support, answer your queries and adjust your plan as needed.
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What are the benefits of Working with Cauvery Associates LLP?By working with us, you gain access to Experienced Professionals, tailored financial solutions, and a wide array of Investments and Insurance options. We simplify complex financial decisions and are dedicated to helping you build a secure and prosperous Financial future.
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Do you offer solutions for managing multiple debts efficiently?Yes, we offer debt consolidation services to simplify your repayments and reduce financial stress. With our network of 23+ banks for personal loans and 92+ financial institutions for business and mortgage loans, we help you find the best solution to manage your debts efficiently.
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What types of loans does Cauvery Associates LLP assist with?We assist with personal, business, housing and Mortgage loans. We are associated with 23+ Banks for Personal Loans and 92+ Banks/Financial Institutions for Business and Mortgage Loans.
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Are your consultation services free or do they have a fee?To book a consultation, a refundable deposit of Rs. 2,000 is required for a 2-hour session. This deposit will be refunded if you choose to invest, borrow, or get insured through us. If no services are availed, the deposit will be considered as Consultation charges .
Contact Us
No.6, VENKATADRI, 4th Cross, 1st Main Rd, 3rd Block, Ayyappa Nagar, Krishnarajapura, Bengaluru, Karnataka 560036
+91-97438 95551 | +91-98440 55948