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Welcome To MyAdvisor Finserv

Your one-stop destination for comprehensive personal financial and insurance advisory

Assuring Wealth, Nurturing Lives

 At MyAdvisor, our mission is to provide our clients with comprehensive, need-based and customised solutions for wealth creation management. We are driven by our passion to provide our clients with simple, unbiased and effective professional advice that adds value to their finances helps them achieve their financial goals.


Mr. Vihang Naik

Mr. Vihang Naik FUND MANAGER - EQUITY, L&T INVESTMENT MANAGEMENT LTD. Vihang Naik is fund manager Read More

Mr. Shriram Ramanathan

Mr. Shriram Ramanathan Head- Fixed Income Mr. Shriram Ramanathan oversees the management of assets across Read More

Mr. Mahesh Patil

Co-Chief Investment Officer Birla Sun Life Asset Management Company As Co-Chief Investment Officer, Mahesh Patil Read More

Ms. Lakshmi Iyer

Chief Investment Officer (Debt) & Head Products Ms.Lakshmi Iyer has been with the Asset Management Read More
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What We Offer

  • Product Distribution

    Every plan needs proper execution to translate into the desired results. As financial product distributors, we offer you access to a wide range of financial and non-financial products that will help you to implement your plans effectively, as per your risk profile and needs.  
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Our Philosophy

  • Confidentiality +

    We understand that the information shared by our clients is of significant importance and hence we have proper systems and processes in place to ensure its safety.
  • Efficient and Reliable +

    Our Services ensure comfort, convenience, confidence and control to you in managing your wealth, making us your reliable partner. In addition, you would always enjoy getting quick updates for your finances that would protect and enhance their value, making us your efficient partner.
  • Comprehensive solutions provided with expertise +

    We offer a comprehensive bunch of personal finance products and solutions under one roof, along with our unmatched advice that is based on our expertise of over 15 years in this industry. 
  • Passionate and Dedicated +

    Our love for this business has made sure that we are passionate and dedicated at our tasks - the only way, we believe, that can yield success!
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Why Us?

  • Building long-term relations
  • Our Approach
  • Vision and Mission

We will go beyond planning and executing for you, as we believe in building long-term relationships with you so as to hold your hand to help you achieve your financial goals. 

We are driven to provide you with simple, unbiased and uncluttered professional advice that adds value to your portfolio and results in actionable solutions. We practice a client-focused, need-based and process oriented approach, rather than a product-focused or sales-oriented approach.

At MyAdvisor, our Vision is to provide you with the most ideal solutions in wealth management for your overall financial well-being.

Our Mission is to reach every household, in our city and then the country, to make a positive and impactful change in their financial lives.