We adopt a structured and disciplined advisory approach at Shivanya Investments and provide you with portfolio solutions that meet your desired financial goals and milestones. Work with us to develop a wealth creation and protection plan that provides you with the best chance to reach your financial goals according to your specific needs and comfort levels.
R. Sathishkumar, MBA Finance
No. 69A, South Street, Keelakondayampettai,
T.V.Koil, Trichy – 620005
It is the process of meeting your financial goals through the proper management of your finances. Financial goals can include buying a home, savings for your child's education, planning for retirement or estate planning.
Wealth management is an abundance of financial resources. We help you grow and protect your wealth by understanding your net worth, assets, and liabilities to build the best strategy for you.
With the growing complexity of retirement, more people are concerned about planning ahead. Once you have passed working age, it becomes difficult to manage expenses. We help you plan early and retire comfortably.
Planning is the key to successfully and legally reducing your tax liability. We go beyond compliance and proactively recommend tax saving strategies to maximize your after-tax income.
Investing in a mutual fund is like an investment made by a collective. An individual as a single investor is likely to have lesser amount of money at disposal than a group of investors put together. We offer direct mutual fund plans to maximize your returns.
Life insurance offers a way to replace the loss of income that occurs when someone dies. Life insurance is insurance for you and your family's peace of mind. We help you choose the right plan to secure your family's future.
Health insurance protects you from health emergencies and hospitalization expenses. In this busy life, everyone should have a health insurance policy that can be very useful in emergencies.
Fixed Deposits remain one of the safest investment options. We help you identify the best FD schemes with competitive interest rates from trusted banks and NBFCs to ensure steady and secure returns on your savings.
No. 69A, South Street, Keelakondayampettai,
T.V.Koil, Trichy – 620005
+91 9047188066
+91 9944381044
© Shivanya Investments. All Rights Reserved | Designed & Developed by Optimum Financial Solutions Pvt. Ltd.