About Myself

B. Sri Saileshwer Gokhale is a one stop single window solution for all financial advisory investments. I typically interact with all the customers that involve defining and analysis of their goals to determine the financial requirements of the individual, study of their requirements and existing investment portfolios examining choices available and suggesting appropriate investments.

Once the customer decides on their investment portfolio, we take care of all logistics, formalities and assist them in making the investments, Keeping track of the same and providing regular feedback on the performance of their portfolio. suggestion are given for changes, if necessary. All the above is done at the client's doorstep making it very friendly and easy for them to manage their investments.

Regular newsletters and articles keep our customers abreast of new happenings in the financial investment scenario, new products are explained, changed circumstances are intimated and all efforts made to make client financially knowledgeable.

With growing clientele, I have organized my business by having a team of professionals with specialization in various investments avenues such as mutual funds, insurance, taxation, assited by well trained professional back office support. This enables me to serve my existing clients in a more efficient and effective manner and provide a wider bouquet of financial planning & investment avenues. I am currently managing 250 clients and 5 crore AUM.