Our Story
A multi-generational commitment to helping families invest with clarity, discipline and a long-term approach.
These figures represent assets under distribution and business activity, not investment performance or returns.
VizagFinServ
AMFI-Registered Mutual Fund Distributor
A family tradition of trust
Sasanapuri Sreekar has been an AMFI-registered Mutual Fund Distributor since 2017, based in Visakhapatnam, Andhra Pradesh. His approach centres on understanding each family's unique goals and circumstances before considering investment options.
The foundation of trust runs deeper than a single generation. Sreekar's mother has been an AMFI-registered MFD since 1995—nearly three decades of helping families navigate their investment journeys.
This multi-generational experience in mutual fund distribution shapes a practice built on long-term relationships, disciplined investing and genuine care for each client's financial well-being.
Built for trust, not transactions
What makes our approach different—focused on relationships, transparency and your long-term financial well-being.
Personalized Goal-Based Approach
Every investment conversation starts with your unique goals—not a one-size-fits-all product recommendation.
Regular Portfolio Reviews
An ongoing relationship with periodic reviews, not a "set and forget" transaction.
Transparency & Clarity
Clear communication about fees, risks and mutual fund distribution compensation. No hidden agendas.
Long-Term Relationship Mindset
Built for relationships that last years and decades—not quick sales or short-term transactions.
Broad AMC Access
Access to schemes across 24+ mutual fund houses and SIFs for eligible investors.
Focused & Responsible Scope
Goal-based mutual fund investing and insurance—without direct equity trading, F&O or speculative products.