We facilitate investments in Mutual Funds, PMS, AIF, and NPS to support long-term financial planning based on individual risk profiles and financial objectives. We also offer insurance solutions including Health, Life, Motor, and Travel insurance to help address protection and risk-management needs.
With extensive industry experience, we provide financial guidance and support aimed at assisting clients in making informed decisions. Our approach focuses on understanding client requirements and offering solutions in line with applicable regulations and suitability norms.
Over 21 years of expert business and financial consulting
Solutions designed to support your financial journey.
Focused on long-term stability and sustainable growth.
Aligned with your evolving financial goals.
Our financial and information security training programs emphasize practical learning and applied knowledge.
Courses are designed around real industry use cases.
Participants develop relevant skills for financial services roles.
Support for understanding tax implications of investments in Mutual Funds, PMS, and AIFs, including capital gains.
Applicable for resident and NRI investors, aligned with Indian tax and reporting requirements.
Services provided through regulated entities in line with prevailing laws and regulations.
Your trusted partner in financial success
We provide personalized financial strategies for individuals, businesses and expert advice, helping you navigate complex financial decisions and achieve lasting success in business, investments, and personal wealth management.
100+ clients trust our expertise
With a proven track record of helping over 100 clients, we offer expert financial advice tailored to your unique needs. Our commitment to excellence ensures you receive reliable, results-driven strategies for long-term financial growth and success.
Our Team
Our team of experienced financial advisors is dedicated to delivering expert guidance and personalized solutions, helping you navigate complex financial decisions with confidence and achieve long-term success.
Salveru Sandeep, MBA, Certified Wealth Manager
AMFI ARN Code: 301194
AMPI APRN Code: 07985
Testimonials
What our happy clients are saying
A trusted financial services partner for all age groups.
Comprehensive solutions covering investments, insurance, and credit.
Supporting financial needs at every stage of life.
Ravi Shanker
Manager at Bank of America
Personalized financial I wanted a clear plan to manage my investments, insurance, and long-term financial goals. The team helped me organize my portfolio across mutual funds, PMS, and AIFs, while ensuring adequate protection for my family. Their practical approach made managing my finances simpler and more structured helped me grow my startup with confidence and stability.
Sashikanth Yedurpati
CA
At this stage of my life, I wanted to ensure my family’s financial security while planning for long-term goals. The team helped me structure investments across mutual funds, PMS, and AIFs, along with insurance coverage to protect against uncertainties. Their holistic approach gave me confidence in managing both current needs and future aspirations.
Neha C
Software Engineer
At an early stage of my career, I wanted clarity around financial planning, insurance protection, and long-term savings. The team helped me understand suitable options for pension planning, safety through insurance, and disciplined early investing. Their structured approach gave me confidence to plan responsibly for the future.
Srinivas Rao
Business Owner
After retirement, I wanted to ensure my savings provide steady income while protecting my family’s future. The team helped me structure investments in a way that balances growth and security, along with suitable insurance coverage. Their support gave me confidence and peace of mind in managing my finances post-retirement.
Excited to welcome you soon!
Our financial experts are here to help you
Our dedicated team is ready to address your questions and provide tailored financial solutions. Reach out to us anytime for personalized assistance.
+91 9248 550 550
info@365wealth.in
sales@365wealth.in
