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A one-stop solution for all your investment needs. Our organization was created with an objective to Touch a Million Lives to Financial Abundance.
We strive to be the clients' most trusted distributor by transparent dealings, focused on clients' primary interests. Integrity for us means being unbiased by distorted incentives & being independent in our analysis & recommendations.
In nutshell, we pride ourselves on Honest Distribution & Quality Service it helps us adopts a comprehensive approach to our customers' needs and adopts a process driven, well researched and disciplined approach, always building a lifetime relationship with the customers.
Our Philosophy
- Keep clients' interest ahead of ours
- Service to clients independent of any affiliations.
- Ensure confidentiality of clients' data
- Educate & empower clients to make smart financial decisions.
- Service to clients in a timely fashion
- Help our clients achieve financial freedom
Products Offered
- Mutual Funds
- Insurance: Life, Health & General
- Direct Equity & IPOs & NCDs
- Fixed Income Instruments: Fixed Deposit, Bonds & Post Office Products
- Alternative Investments
- Professional Advisor
- Post Office Schemes
- Gold Saving Plans
- Will & Succession planning
- Accountants & Online Tax Return Filing
- Property Management Services
- P2P Lending
Meet The Team
Mr. Ramesh Bhat, with 36 years' experience in Wealth Management, Master of Law Graduate (Corporate and SEBI Act) from Sri Krishna Devaraya University and Certified Financial Planner.
Mr. Bhat is a Trainer in the Field of Income Tax, Financial Planning, Stocks and Commodities, Mutual Funds Since 2008. He is Practicing as an Advocate in Madras High Court (Income Tax & Succession Matters). Mr. Bhat had Trained more than 12,800 advisors across South India on various subjects relating to Income Tax Law, Wealth Management and Financial Planning. He had been awarded with MFD Puraskar Award (Lifetime Achievement Award) for the year 2023 by ArthMithra Gurukulam
Mrs. Anitha Bhat is the CEO of Aniram, she is also the co-founder of Aniram. She is AMFI Certified Mutual Fund Distributor, NISM Certified in Equity and Derivatives, IRDA Certified Insurance Advisor in LIFE and General (including Mediclaim) and Certified Financial Planner. She is the back bone of the Aniram administration and growth since 1996. From 1990 to 1996 Anitha was handling alone as a proprietrix and in 1996 she joined with Mr. Ramesh Bhat and created this company by name ANIRAM. Where ANI stands for Anitha and RAM Stands for Ramesh Bhat
AMFI Certified Mutual Fund Advisor
She is a qualified mutual fund advisor & also an Insurance Advisor. Seeing her parent's guide people with passion towards their financial freedom she joined the Firm in 2010. She is an MBA Graduate & QPFP Certificante.
AMFI Certified Mutual Fund Advisor
She is a qualified mutual fund advisor & also an Insurance Advisor. Seeing her parent's guide people with passion towards their financial freedom she joined the Firm in 2016. She is an MBA Graduate & QPFP Certificante.