Intergenerational communication and education are key elements in ensuring that your family is prepared for the transition of wealth and that your next generation understands the responsibilities of wealth. Shiva Konduru Finserv LLP supports this goal through a number of initiatives, including:
Our investment advisor approach is not a one-time event, but rather an ongoing process that involves rigorous and disciplined manager selection, oversight, and evaluation for all asset classes. We then implement your strategy in close collaboration with your existing trusted advisors to strive for maximum estate benefits and tax efficiencies.
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 childs education, planning for your retirement or estate planning.
We help you to work out on where you are now, what you may need in the future and what you must do to reach your goal by the process that involves gathering relevant financial information, setting financial goals, examining your current financial status and coming up with a strategy for a plan on how you can meet with your goals, and map the gap.
Financial planning provides direction and meaning to financial decisions. It allows the client to understand how each financial decision they make affects other areas of their finances.
For eg. Buying a particular investment product might help them pay off their mortgage faster or it might delay the retirement significantly. By viewing each financial decision as part of the whole, the client can consider its short and long term effects on their life goals. The client can also adopt more easily to life changes and feel more secure that their goals are on track.
Mobile : +91 8520970970
TIRUPATI : 19-12-10A, Bairagipatteda, Tirupati, Andhrapradesh.517501
BENGALURU : 233 Old Extn , KR Puram Bangalore, 560036.
RAJAMPET. : RS ROAD Rajampet, Kadapa, 516115.
Madanapalli : CTM Road, Near Bus Stand, Madanaplli, 517325.
Kuppam : Near Gangamma Temple, Kuppam,517425
Manuvishnu Finserve LLP(formerly Known as SREE FINANCIAL SERVICES) is a Mutual Fund Distributor(MFD) firm founded by Mr SRIKANTH REDDY MUCHELI Manuvisnu Finserve LLP has grown from strength to strength and currently handles more than 3000 client portfolios, both domestically and internationally.Manuvishnu Finserve LLP is an AMFI registered distributor with registration No. ARN-176234
Mon - Sat : 9:00 AM to 6:00 PM
Sunday : Closed
Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments. Option of Direct Plan for every Mutual Fund Scheme is available to investors offering advantage of lower expense ratio. We are not entitled to earn any commission on Direct plans. Hence we do not deal in Direct Plans.
AMFI Registered Mutual Fund Distributor | ARN- 176234 | Date of initial Registration: 02-02-2021 | Current validity: 01-02-2027