Srikanth Matrubai | SRIKAVI FINSERVE

About

With 3 plus decades of experience, Srikavi Wealth manage about 885 clients portfolios Srikanth is also a Certified Insurance Advisor, Qualified Personal financial Professional and is the Author of 2 Amazon Best Selling Books namely DONT RETIRE RICH WEALTH OF WISDOM Srikanth is recognised as an Influencer in the Investment World and is seen on many media networks including Moneycontrol, Economic Times, Business Standard, NEWS18, ZEE TV, Profit Plus, Cafe Mutual, ETV Kannada etc. Srikanth Matrubai also comes LIVE on *Radio City* every day answering general public queries on Investment and Taxation. Recognised as INDIA'S MOST INFLUENTIAL COACH BY *THE ECONOMIC TIMES*

Practice at a glance

33

Years of Experience

302

Families Served

₹193

Crores Managed

Practice Details

Min Monthly Investment: --

Min Lumpsum Investment: --

Nature of earnings:Commissions

Mode of Meetings:Hybrid (Physical + Virtual)

Specialises working with:

Language Spoken:

Qualification Completed

QPFP – Qualified Personal Finance Professional

Licenses Held

AMFI Registered Mutual Fund Distributor

IRDAI Licensed Insurance Agent (Life)

Education

Formal Education

BCom – Bachelor of Commerce

Industry Education

NISM V-A – Mutual Fund Distributors Certification, NISM XVII: Retirement Advisor Certification

Can help you to

Plan Complete Finances

Children’s Goals

Organize Financials

Buy a Home

Plan Retirement

Save Taxes

Make a Will / Trust

Can help you buy / invest in

Fixed Deposits & Bonds

Health Insurance

Global Investing

Life Insurance

Mutual Funds

Stocks & Equity