Build Real Wealth—Not Just Portfolios
Fee-Only Investment Advisory for Smart Investors.
Fee-only SEBI Registered Investment Advisor offering transparent, research-driven financial planning, direct plans, and equity research. Build real wealth today.
We work exclusively on a transparent annual fee, ensuring zero commissions and 100% unbiased guidance.
Tailored plans for your goals—education, home purchase, retirement, and wealth creation—designed around your life journey.
Led by a SEBI Registered Investment Advisor with 5+ years of experience in financial markets
Who we are
SEBI Registered Fee-Only Investment Advisor
Why Fee-Only Matters
The Problem with “Free” Financial Advice
Most investors unknowingly pay hidden commissions built into Regular mutual fund plans and insurance products. Your bank relationship manager isn’t free—you’re paying through higher expenses and bad recommendations.
Commission-Based Advisors (❌)
- Earn 1–2% commissions from fund houses
- Push high-commission products
- Recommend high-cost Regular plans
- Built-in conflict of interest
- Costs you ₹5–7 lakhs over 10 years
Fee-Only Advisory (✓)
Fixed, transparent annual fee
100% Direct plans
No commissions or hidden incentives
Advice aligned ONLY with your goals
Saves you ₹5–7 lakhs over a decade
The Numbers Don’t Lie
A ₹20 lakh investment over 10 years at 12% average returns:
(Estimate based on a ₹20 lakh investment over 10 years at 12% average annual return. Actual returns may vary.)
OUR Service Plans
Investment Advisory Plans & Pricing
Choose from Foundation, Growth, or Premium plans. Clear pricing, zero commissions, direct plan recommendations, and comprehensive wealth planning.
1️⃣ Foundation Plan (₹18,000/year)
Renewal: ₹10,000/year (incl. GST)
For beginners & portfolios under ₹15 lakhs.
2️⃣ Premium Plan (₹50,000/year)
Renewal: ₹30,000/year (incl. GST)
For high-income individuals & portfolios ₹50L+.
3️⃣ Growth Plan (₹30,000/year)
Renewal: ₹18,000/year (incl. GST)
For portfolios ₹15–50 lakhs.
Financial Planning & Investment Advisory Services
Explore goal-based planning, equity research, portfolio design, tax optimization, and wealth monitoring. 100% commission-free advisory for smart investors.
In-depth research on 500+ stocks to identify long-term opportunities.
Structured plans for education, home purchase, retirement, and wealth creation.
Smart allocation across equity, debt, gold, NPS, PPF, ETFs & direct equity.
Portfolio reviews to maintain the right risk-return balance.
80C planning, capital gains efficiency, tax-loss harvesting & more.
Continuous tracking, alerts & performance reviews.
Who We Serve
🏢 Salaried Professionals
Long-term wealth-building strategies for IT, corporate & government employees
💼 Entrepreneurs & Business Owners
Helps separate business risk from personal wealth.
👨👩👧👦 Young
Families
Comprehensive planning for education, home, and retirement.
🌍 NRI Investors (USA)
India-focused, compliant, tax-efficient investment guidance for US-based NRIs.
Why Choose Us
Why I Choose Fee-Only Advisory
Your goals come before product commissions or sales incentives.
A clear, fixed fee structure with no hidden costs or conflicts of interest.
Every suggestion is based on research, not payouts from fund houses.
I succeed only when your wealth grows—creating long-term trust and accountability.
Meet Your Advisor
SEBI Registered Investment Advisor (INA000021003)
Datla Venkata Satya Teja Krishnam Raju
MBA (Finance) – NMIMS Mumbai
NISM Certified Investment Advisor
5+ years of experience in financial markets
200+ portfolios reviewed
Fee only investment advisor
I help individuals across AP & Telangana build wealth through evidence-based research and transparent, conflict-free guidance.