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AMFI-registered MFD · ARN-286779

Serving Vijayawada

Mutual funds for Vijayawada, worked out with you in person.

We’re in Atmakur, Mangalagiri, a short drive from Vijayawada. We meet you at our office, at your home or business in the city, or online, and we start with your numbers, never with a product.

Book a review callWhere we meet

In Vijayawada

Who we work with in Vijayawada.

Retired from government, railways or a bank

Vijayawada has a large railway division and many state and central government offices. Their retirees often have a pension and a lump sum sitting in FDs. We turn the lump sum into a monthly top-up that rises every year, with the next three years kept safe.

Retirement Income

Traders and owner-run businesses

A trading city runs on working capital. Cash that sits in a current account, or in FDs held as margin for bank guarantees, can often be put to work in liquid and money market funds in the business’s own name, with your banking unchanged.

Corporate Treasury

Doctors, professionals and salaried families

Children’s education, a home, retirement: we work out what each goal will cost in the year you need it, and the monthly SIP that gets you there, tested against a bad year.

Wealth Builder
Situations like these, and how the plan came together

Where we meet

At your door, our office, or online.

In Vijayawada we meet at your home or business by appointment, or at our Mangalagiri office. Many clients prefer to start online and meet once the plan is ready.

North Pole South Pole Financial Services
502, APNRT Tech ParkAtmakur, MangalagiriAndhra Pradesh 522503
Open in Google MapsOther ways to reach us

How it works

Three steps, wherever we meet.

  1. 1

    Book a review call

    Twenty minutes on your numbers. Nothing is sold.

  2. 2

    Get your one-page plan

    What to do, and why, explained to you in person.

  3. 3

    Invest with confidence

    In your own name, after a suitability check, and reviewed with you every year.

You start with your numbers, not a product. The plan is where we earn your business.

How we are paid

No separate fee. Not free, either.

The fund house pays us from the scheme’s expense ratio, typically 0.25% to 0.75% a year. You see every commission in writing before you invest.

₹250 to ₹750a year, on every ₹1 lakh you invest

What our registration covers

FAQs

Your questions, from Vijayawada.

AMFI-registered mutual fund distributor, ARN-286779.

Also serving Guntur.

Do you have an office in Vijayawada?
Our office is at APNRT Tech Park, Atmakur, Mangalagiri, between Vijayawada and Guntur. In Vijayawada we meet clients at their home or business by appointment, or online.
I already have mutual funds through a bank or an app. Can you still help?
Yes. Your units stay in your name with the fund house whoever you invest through. We start by going through what you hold: what overlaps, what it costs you, and whether it still fits your goals.
Do you work with Vijayawada businesses?
Yes: companies, LLPs and partnership firms with cash in current accounts or FDs. We map what the business needs over the next 90 days and put the rest to work in its own name. We are not a lender and do not arrange credit.
Are you a financial adviser?
No. We are an AMFI-registered mutual fund distributor (ARN-286779), paid by fund houses through regular plans, and we disclose every commission in writing. A SEBI-registered investment adviser charges you a fee instead. Our article on distributors and advisers explains when each suits you.

Your next step

Know your money will do what you need it to.

  • Twenty minutes, on your own numbers
  • Online or in person
  • Nothing sold
Book a review call