Plan Today For A Wealthier Tomorrow!

Providing Best Financial Solutions For Growing Your
Wealth And Protecting Your Investments.

250

Active Clients

20

Years of Experience

10

Countries

Personalized investment solutions

Tailored strategies for your unique goals, ensuring precision, alignment, and measurable results.

Professional expertise

Leveraging advanced technology and insights for efficient, innovative, and trend-driven financial solutions.

Comprehensive reporting

Empowering decisions with transparent, detailed reports for progress tracking and accountability.

Transparency

Expert guidance simplifies complexities, ensuring clarity in financial choices.

Tax efficiency

Educating and supporting informed decisions to achieve financial goals.

Higher returns

Stay informed with performance reports for optimized investment growth.

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What You Should Know About Us

Financial matters may seem very complicated but we believe that financial matters should be explained in a simple way so that one can lead a quality life in a sustainable manner.

Investment Behaviour is an effort to bring financial matters to you in a very simple and easy to understand format.

Why Choose Us?

We Provide Best Financial Solutions For Growing Your Wealth

We Have More Than 17 Years Of Practical Experience

We Prepare An Effective Financial Strategy For Our Clients

Invest with Us And Have Healthy Profits For Long Term

We offer a host of investment services that focuses on predetermined financial goals for those who are about to start investing.

Provide financial suggestions by our experts

Provide financial suggestions by our experts

Complete solution for variety of investment products

Complete solution for variety of investment products

Constant monitoring and reporting

Constant monitoring and reporting

What Our Clients Say

Don’t just take our word for it—hear from our satisfied clients about how our financial solutions have made a difference in their lives.

Mr. Seetharaman A

Mr. Seetharaman A

Account Delivery Head, Chicago, USA

The world is moving so fast, that we get sucked into our daily schedules and hardly get time for a studied investment. That calls for an advisor who can help solve problems and guide you in wealth creation and management. When you handover the wealth key to an advisor, it has to be someone just not with subject knowledge alone. It has to be someone who is sincere and with good intentions for you, equally passionate to make you win and more importantly someone who doesn’t shy to say no to your nutty ideas. There is an old saying, “It is amazing what you can achieve if you are not wedded to who gets the credit.” This sums up the reason for my rewarding partnership with Santosh for the last 9+ years & let me tell you that this man can make you win.

Dr. Pravish B

Dr. Pravish B

Kochi, Kerala

I have been consulting Mr. Santhosh Iyer for nearly 5 years now and what has kept the relationship religiously steady is his frankness and goal-oriented approach. He has kept me updated regarding the nuances of the investment arena. These timely advice have kept me safe and yet in a state of steady growth. I have found his services prompt, genuine and his cultured interactions has prompted me to recommend him to many. I wish him all the very best at this new venture!

Mr. Prasad Chirravuri

Mr. Prasad Chirravuri

Interior Designer, Vasai, Mumbai

For anyone who is genuinely interested in educating oneself regarding their own finances & who understands the need of a balanced portfolio to ensure a smooth & effortless life I strongly recommend the services of Santhosh. Thank you Santhosh for everything!

Ms. Pooja Thomas

Ms. Pooja Thomas

Cochin, Kerala

One who introduced me to the world of investment, a well-wisher, guide and a friend. When it comes to investment I just call Santhosh. I will recommend him to everyone who are willing to grow their wealth. I wish him all the best for all his future endeavors.

Frequently Asked Questions

Here are some common questions we receive about our financial solutions
Why mutual fund?

Mutual funds offer diversified, professionally managed investments, making it easier to achieve your financial goals with flexibility and convenience.

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Why one needs a mutual fund distributor?

A mutual fund distributor provides expert guidance, helping you choose the right funds and manage your investments efficiently.

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What is mutual fund SIP?

A Systematic Investment Plan (SIP) is a disciplined way of investing in mutual funds. It allows you to invest a fixed amount of money at regular intervals, such as weekly, monthly, or quarterly, into a chosen mutual fund. This approach is ideal for long-term wealth creation and caters to investors who prefer small, periodic investments over lump-sum investments.

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Why Portfolio Management Services (PMS)?

Portfolio Management Services (PMS) are investment solutions tailored for individuals who seek personalized asset management beyond mutual funds. PMS is particularly attractive for high-net-worth individuals (HNIs) due to its bespoke approach.

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Should I stop investments when share market goes down?

No, you should not stop investing when the stock market goes down. In fact, a market downturn can often be a good time to invest, depending on your financial goals and strategy.

Here’s Why >>