All financial services · One accountable relationship

Every Service Your
Family's Wealth Needs,
Under One Roof.

Mutual funds, equity broking, insurance, and fixed income — each with its own regulator, its own rules, and its own dedicated page explaining exactly how I can help. No products bundled. No surprises.

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Mutual Fund Distribution

AMFI ARN-309076 · Valid till 22 Sep 2027

The primary service. Goal-based SIPs built on clean paperwork — KYC validated, nominees registered, old folios traced before any investment.

  • Goal-based SIP planning, all 44 AMCs
  • KYC fix in 2–3 working days
  • NRI investing (NRE/NRO, video KYC)
  • IEPF recovery & transmission support
  • Free portfolio hygiene audit
Explore mutual fund services →
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Equity · F&O · ETFs · IPOs

Kotak Securities AP · AP0291573301 · GOD7R

Institutional-grade broking through Kotak Securities (INZ000200137) with a local, accountable Authorised Person in your language.

  • Equity delivery & intraday, NSE/BSE
  • F&O, ETFs, IPO via ASBA
  • SGBs, NCDs, G-Secs via bond desk
  • NCDEX commodities (AP 127627)
  • Kotak Neo — zero delivery brokerage
Explore equity & broking →
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Insurance — Term · Health · Motor

IRDAI PoSP · via InsuranceDekho

Protection kept separate from investment — the correct way. Compare policies from 40+ insurers on an IRDAI-licensed platform.

  • Term life — ₹1Cr from ~₹8–12k/yr
  • Health, family floater & top-ups
  • Group health for small businesses
  • Motor — compare 15+ insurers
  • Claims settled directly by insurer
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Fixed Income & Bonds

Guided Access · Free · Not under ARN

The stability layer. Honest, free guidance to the right government or SEBI-registered platform — with credit risk explained plainly.

  • G-Secs & SGBs via RBI Retail Direct
  • Listed NCDs (AA/AAA), ~8–10% p.a.
  • NBFC corporate FDs — risks disclosed
  • Tax-free PSU bonds (secondary)
  • MLDs honestly not suggested
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All Regulatory Disclosures — SEBI EoDI Circular HO/(79)2026 Compliant

Mutual Fund Distribution

Guduru Anantha Eswari Rajeswari (ARN-309076) is registered as a Mutual Fund Distributor with AMFI, valid till 22 September 2027. She earns trail and/or upfront commissions from AMCs. She does not provide registered investment guidance under the SEBI (Investment Advisers) Regulations, 2013. Mutual Fund investments are subject to market risks. Past performance is not indicative of future results. Read all Scheme Information Documents, SAI and KIM carefully.

Equity Broking (Kotak Securities)

All equity, F&O, ETF, IPO and bond transactions execute through Kotak Securities Limited (INZ000200137 · NSE 08081 · NCDEX 1262). The AP facilitates account opening and servicing only; the AP does not hold client funds or securities. Brokerage per Kotak's published schedule. Risk Disclosure Document at Kotak Securities' website.

Insurance (PoSP · InsuranceDekho)

Insurance is offered as a PoSP via InsuranceDekho (IRDAI-licensed broker). Policies are issued directly by the respective insurer. PoSP registration is separate from ARN-309076. Commission paid by the insurer. Regulated by IRDAI, not SEBI. IRDAI grievance: igms.irda.gov.in | 155255.

Risk Compass™ & Calculators

The Risk Compass™ is a behavioural self-assessment only — not a suitability assessment, portfolio proposal or formal risk profile under SEBI (IA) Regulations 2013. All calculator outputs are illustrative, not financial guidance. Guduru Anantha Eswari Rajeswari is an MFD, not a SEBI Registered Investment Adviser.

Regulatory Contacts: AMFI: amfiindia.com · 1800-22-2633 | SEBI SCORES: scores.sebi.gov.in · 1800-266-7575 | SMARTODR: smartodr.in | Kotak Compliance: ks.compliance@kotak.com · 022-42858484 | IRDAI: igms.irda.gov.in · 155255 | InsuranceDekho: support@insurancedekho.com · 755 1196 989
Grievance Officer: Guduru Anantha Eswari Rajeswari · connect.eshwarig@gmail.com · +91 79959 72796 · 9-110/113/91, Ishanth Nivaasam, Shree Venkateshwara Colony, Boduppal, Hyderabad 500092. Response within 72 hours.