Logo
Logo
Logo
Search By Categories
By Needs
  • Loading...
By Products
  • Loading...
By Specializations
  • Coming soon
Professionals Get ListedDownload Free Guidebook
Get Financial Wellbeing Check-Up
Logo
Logo
Santosh Ishwar Revanaki | SIR FINANCIAL SERVICES | HubballiSantosh Ishwar Revanaki | SIR FINANCIAL SERVICES | Hubballi

Santosh Ishwar Revanaki

SIR FINANCIAL SERVICES•Hubballi,KA
MARVEL ECRON, Office No 322, 3rd floor, Gokul Road, Hubballi. 580030,
Hubballi, KA, 580030
MARVEL ECRON, Office No 322, 3rd floor, Gokul Road, Hubballi. 580030, Hubballi, KA, 580030
View LinkedinView Website
LinkedIn
About

At SIR Financial Services, our philosophy is reflected in the values behind our name: S – Secure Life & Health Ensuring financial protection and peace of mind for you and your family. I – Invest with the Right Advice Guiding you with well-researched, ethical, and goal-based investment strategies. R – Returns that are Exponential Focusing on long-term wealth creation through disciplined and smart investing. We are committed to delivering comprehensive financial solutions under one roof, built on four core pillars: Wealth Creation, Life Protection, Capital Preservation, and Consistent, Value-Driven Support. With a client-centric approach and certified professional expertise, we strive to make your financial journey secure, strategic, and successful.

Practice at a glance

6
Years of Experience
850
Families Served
₹68
Crores Managed

Practice Details

Min Monthly Investment:₹1,000 & more
Min Lumpsum Investment:₹10,000 & more
Nature of earnings:Commissions
Mode of Meetings:Physical, Virtual, Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, Senior Management, NRI / OCI, Women Investors, Senior Citizens / Retirees, HNI Families, Doctors, Salaried Executives, Professionals (CAs, Lawyers), Founders & Entrepreneurs, Government Staff
Language Spoken:Hindi, Kannada, English

Qualification Completed

QPFP – Qualified Personal Finance Professional

Licenses Held

AMFI Registered Mutual Fund Distributor

IRDAI Licensed Insurance Agent (General)

IRDAI Licensed Insurance Agent (Life)

Education

Formal Education

BE – Bachelor of Engineering

Industry Education

NISM V-A – Mutual Fund Distributors Certification

Can help you to

Plan Complete Finances
Children’s Goals
Organize Financials
Buy a Home
Invest for Goals
Plan Retirement
Save Taxes
Build Wealth

Can help you buy / invest in

Other Insurances
Health Insurance
Life Insurance
Mutual Funds

Complimentary Services

Get any of the free services to experience working with Santosh Ishwar Revanaki.

30 Minute Q&A — Ask Me Anything
Financial Goals Analysis
Financial Health Check-up
Organize Financial Info & Docs
Insurance Portfolio Review
Mutual Fund Portfolio Review
One Page Financial Blueprint
Retirement Readiness Check