About Us

Welcome To My Firm

We as LIVWEALTHY CONSULTANTS LLP incorporated in the year 2018 and at present having more than 1000 satisfied clients. We will help clients to achieve their Financial goals with effective and smart investment planning. We are certified distributors and advisors for Mutual Fund, Insurance and Stock Brokers. We offer comprehensive financial products distribution services, having highly qualified and experienced team of Financial Advisors.

We apply our knowledge and experience in Investments, Insurance, Tax Laws, and mutual funds in order to suggest investment options to the clients, as per their long-term and short-term goals.

Our core purpose is to provide right financial solutions & thereby make our clients enjoy a secured future life.

Why Us

Why should we be your financial advisors /product distributors? This is a very relevant question to ask us. And given below is our answer...

Client Centric Approach:
All our offerings are designed keeping you in mind. Your long-term interests serve as the 'primary' influencing factor in our recommendations process.

Rich Product Basket:
We offer a single point access to multiple financial products with a holistic need-driven approach & not product centric approach.

Focuss on Customer Satisfaction:
We come equipped with the right attitude, people, processes and technology to ensure higher levels of satisfaction and service quality. In transactions, we work systematically to find & ensure quick resolution of any queries or complaints.

Value Added Services:
Our Services ensure comfort, convenience, confidence and control to you in managing your wealth. You would enjoy being always updated of your investments, any time, anywhere.

Right Experience & Skills:
We have collectively over 50 years of experience in financial advisory and products distribution space. Our experience, qualifications & skills enable us to understand you and your needs, and then offer you the right strategies & solutions to achieve your goals.

Driven by Passion:
Serving clients is our passion and the reason why are are in the business. Nothing excites us more that helping our clients achieve their financial goals and dreams in life with our support.

Our Services

Financial Planning

Financial planning is a comprehensive evaluation of an individual's current pay and future financial state by using current known variables to predict

Portfolio Review

We discuss what are the objectives of your investments and evaluate with them against an appropriate benchmark suitable for your portfolio.

Retirement Planning

We help you build a plan for a steady stream of money after retirement. It entails setting aside funds and investing specifically with that goal

Portfolio Restructuring

Portfolio restructuring is a specialist initiative undertaken to reorganize your financial assets in order to make the most beneficial environment

Goal-Based Planning

Goals-based planning is the process of helping our clients prioritize their financial goals and determine the optimal plan to fund them.

Tax Planning

Tax planning is the process of analysing a financial plan or a situation from a tax perspective.

Some Facts

0

Years Of
Expereience

0

Satisfied
Clients

0

Lacs
Of AUM

0

No
Of Awards

Our Philosophy

Right People To Partner

We have rich experience in financial advisory and products distribution space. Backed with right qualifications & skills, we are the right people to engage with to ensure a smooth ride towards financial well-being.

Value Added Services

Rich Product Basket

Client Centric Approach

Our Team Members

Mr. Narasimhalu S BaligarB.Com, M.B.A (Co-Founder)

As a Financial Planner for Livwealthyindia LLP. One of the Senior in the team, soon after his academics joined the Financial Services Industry and worked for different lndia's largest corporate houses and gained knowledge over 15 years. He is known for his deep understanding of the distribution practices and challenges faced by individual investor in Risk Management, Investment Planning, Personal financial Planning. Nothing excites him more that helping clients achieve their financial goals and dreams in life with our support.

Mr. Vinay BelavinakodigeB.Com, CA (Co-Founder)

By Profession he is a Chartered Accountant with 10 years of overall experience. He has worked in Dubai for more than 5 years overseeing the investments at global locations. In India he has worked for more than 2 years in US Multinational company in finance division. He has deep knowledge in the field of Accounting, Auditing, Corporate Laws and Taxation. Over a period with passion he has gained good knowledge in finance and investments, investment analytic, investment strategies, personal taxation, financial planning etc.