Two pillars of family financial strength.

Growth and protection, kept separate.

We offer distinct, tailored paths for wealth accumulation and risk protection, ensuring your family's financial roadmap is secure, clear, and perfectly balanced.

Structured SIPs

Uncomplicated Insurance

Specialized Protection

Align your long-term capital growth with key life milestones like education and retirement using diversified mutual funds.

Establish a secure shield around your wealth with tailored term life policies and comprehensive health insurance plans.

Secure your family against unexpected travel risks with targeted insurance coverage designed for worry-free journeys.

The structured family roadmap.

Wealth Accumulation SIPs

The Integrated Family Roadmap

Focused purely on long-term capital growth. We help you select and monitor mutual funds aligned directly with your family's specific compounding goals..

Our signature approach coordinates mutual fund SIP investments with life and health insurance protection. Ideal for families seeking a single, clear, and transparent wealth strategy..

Risk Protection Portfolio

Dedicated risk defense. We distribute term life, health, and travel insurance policies to safeguard your hard-earned assets from sudden medical or travel emergencies.

Clear answers to your questions.

Understanding mutual fund distribution and insurance planning should be straightforward. Here is how we structure our family-first services.

Why keep growth and protection separate?

How are SIPs structured for milestones?

Combining investment and insurance often yields lower returns and expensive premiums. We distribute them as separate, optimized pillars to maximize your financial security.

We map different mutual fund categories to your specific timelines, ensuring short-term needs stay liquid while long-term goals benefit from compounding.

What is an AMFI-registered distributor?

What insurance lines do you distribute?

It ensures we are registered with the Association of Mutual Funds in India, adhering to strict regulatory standards and ethical distribution practices for your peace of mind.

We distribute term life insurance for pure protection, comprehensive health insurance for medical emergencies, and travel insurance for domestic or international trips.

Begin your family's financial roadmap.

Connect with an AMFI-registered distributor to structure your wealth accumulation and risk protection under a single, transparent plan.

Disclaimer:Tevadehalli Jayappa Niranjana Murthy (Sree AUM Wealth) is an AMFI-Registered Mutual Fund Distributor (ARN-338261). Mutual Fund investments are subject to market risks, read all scheme related documents carefully before investing. Registration granted by AMFI does not guarantee performance of any scheme or assure any returns.

Regulatory Details:

• Mutual Fund Distribution: Registered with AMFI under ARN-338261 | Trade Name: Tevadehalli Jayappa Niranjana Murthy (Sree AUM Wealth)

• Portfolio Management Services Distribution: Registered with APMI under APRN Code: APRN09792 | EUIN Code: E19294 | Registered Name: Niranjana Murthy T J

Statutory Disclaimer: Portfolio Management Services (PMS) and Mutual Funds distributed by the respective registered distributor entities are subject to market risks. Please double-check physical agreements and strategy parameters before executing any allocations. Registration granted by AMFI or APMI does not guarantee future performance.