About Us

www.karthikawealth.com


Welcomes You

a) Karthika Wealth Financial Services is a Financial Services Firm, offering a wide range of services in primary and secondary markets and endeavours to be a one stop financial solutions house. Our approach is Client centric and aim to work with clients in realizing their financial goals through the process of financial planning. The clientele that we work with include Corporations, High Net worth Individuals and Retail Investors.

b) The product range covers Mutual Funds, PMS, AIFs, NCDs, Tax Free Bonds, Capital Gain Bonds, Fixed Deposits, Secondary Market Debt, Equity IPO’s, Unlisted Securities, Insurance (both Life & General), Will writing & Estate Planning Services.

c) Key Person D L Ganapathi Murthy - A Senior Management Professional & a qualified Certified Financial Planner, with 20+ years of experience in the areas of distribution of Financial products and services, Wealth Management, Team Management, Business Strategy, Development of New markets, Training & Development.

d) Has a total of 30+ years of Work experience. Apart from Financial Services, the sectors that He has worked includes Paints, Telecommunications & Audio-Visual Systems Integration

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