WELCOME TO SRI VAISHNAVI FINANCIAL SERVICES.
We are an AMFI-registered Mutual Fund Distributor (ARN-228997) and Certified Financial Planner (CFP) based in Visakhapatnam.
We help investors plan, invest, and grow their wealth with clarity and confidence.
Our services are designed for both resident and NRI investors. We provide expert guidance on suitable investment options and a clear understanding of NRI tax laws, ensuring compliance and efficiency.
We make financial decisions simple, transparent, and effective.
Your goals deserve disciplined planning, and we help you achieve them with trust and our expertise.
Today's Financial Concerns
A few stories to learn how we have helped others achieve financial success.
What We Can Do For You
Investment Avenues
Navigate the world of mutual funds, as we tailor strategies that maximize returns while managing risks.
Insurance
Safeguard your family’s future with life and health insurance solutions that offer peace of mind in uncertain times.
Tax Optimization
Unlock the potential for tax savings with our expert insights, ensuring your hard- earned money works smarter for you.
Retirement Solutions
Craft a retirement tailored to your dreams, supported by carefully curated plans such as mutual funds, National Pension scheme (NPS) and Annuties.
About Us
At Sri Vaishnavi Financial Services, we understand that financial well-being is vital to a secure and independent life. Whether you’re investing in India, planning for retirement, or managing cross-border finances as an NRI, we guide you every step with professionalism and transparency.
As an AMFI-registered Mutual Fund Distributor and Certified Financial Planner, we specialize in helping investors:
- Build wealth through mutual funds, PMS, SIF, and AIF
- Protect their families through structured planning
- Optimize tax liabilities in line with Indian and NRI tax laws
- Plan and sustain post-retirement income
We serve clients across India and abroad, including many retired professionals from Vizag Steel Plant, Pharma companies and Defence Forces, etc.. Every recommendation we make is research-based, compliant, and tailored to your goals.
- Our Vision: To empower individuals, families, and NRIs to make informed financial decisions that lead to long-term security and prosperity.
- Our Mission: To deliver ethical, transparent, and research-driven investment solutions. We simplify complex financial and tax decisions for residents and NRIs, helping them build sustainable wealth with confidence.
How to Get Started?
To be an effective partner, we need to know you and your goals
