Client Centric Approach:
All our offerings are designed keeping you in mind. Your long-term interests serve as the 'primary' influencing factor in our recommendations process.
Rich Product Basket:
We offer a single point access to multiple financial products with a holistic need-driven approach & not product centric approach.
Focuss on Customer Satisfaction:
We come equipped with the right attitude, people, processes and technology to ensure higher levels of satisfaction and service quality. In transactions, we work systematically to find & ensure quick resolution of any queries or complaints.
Our Services ensure comfort, convenience, confidence and control to you in managing your wealth. You would enjoy being always updated of your investments, any time, anywhere.
Right Experience & Skills:
We have over 7+ years of experience in financial products distribution space. Our experience, qualifications & skills enable us to understand you and your needs, and then offer you the right strategies & solutions to achieve your goals.
Driven by Passion:
Serving clients is our passion and the reason why are are in the business. Nothing excites us more than helping our clients achieve their financial goals and dreams in life with our support.
Our Products
Client Services
The Client Desk is a premium offering for our clients which consolidates entire wealth/portfolio information, covering every major financial /non-financial product, for an entire family or an organisation.
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OUR TEAM
Subbiah
Subbiah leads the young and energetic 7 member team at FUNDGURU. He has over 20 years of rich experience in the Financial Services and Distribution industry having served in Blue Chip Companies like Tata Teleservices, ICICI Bank, Fullerton India, and HDB Financial Services. An MBA by education, Subbu (as he is called) is known for his deep understanding of distribution practices and their challenges apart from Finance and Wealth Management which is his core Strength.
Archana V
Archana, Heads the Customer Support for FUNDGURU joined 6 years back. Nothing gives more joy to Archana than assisting and hand-holding a client. She also has a Rich 7 year experience in Tele-calling and Customer Support in retailing spaces like Club Laptop and Re-Feel before taking up this challenging role. She leads a vibrant support team of 5 young charismatic persons.
Sathish Kumar N
Sathish is an Engineering Graduate and an MBA. He has 20+ years of experience in Life and General insurance and for the past decade, he has been involved with organizations across BFSI, Retail, IT, and Pharma helping them with Sales Training, Leadership, and Management coaching. A certified NLP Trainer and Practitioner and a certified Sales Trainer by Dale Carnegie Institute, US as well as MDP Certified from IIM, Indore, and Fellow Life Underwriting Training Council American College Pennsylvania. An avid Reader and solo Traveler, Satish also excels as a paddler. He joins us as a Senior Consultant.
