About Us
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Who we are
Your Trusted Fee-Only Investment Partner
We work solely for you—not for banks, distributors, or product manufacturers. Our advice is unbiased and free from sales incentives.
Every recommendation is built on data, proven frameworks, and long-term financial principles—not market noise or guesswork.
Your goals, risk profile, and life plans shape every strategy we design. We win only when your financial life improves.
What Makes Us Different
We don’t sell products, we don’t earn commissions, and we never push investments for hidden incentives. Everything we do is guided by your best interests. Our philosophy is built on evidence-based investing, transparency, risk-aligned planning, and continuous portfolio monitoring. When you work with us, you gain a trusted partner who is fully aligned with your financial success—today and for years to come.
Our value
Transparency in Every Step
At the heart of our fee-only advisory lies a commitment to honesty, transparency, and client-first service. We believe wealth grows when trust grows.
To redefine financial advisory in India by making fee-only, client-first wealth management the trusted standard—where every investor has access to honest advice, smarter decision-making, and true financial freedom.
To provide transparent, unbiased, and research-driven financial guidance that empowers individuals and families to build long-term, sustainable wealth—without the influence of commissions or product sales.
Meet Your Advisor
Datla Venkata Satya Teja Krishnam Raju SEBI Registered Investment Advisor (INA000021003)
- Serving clients across AP & Telangana
- Evidence-based, research-driven investment guidance
- serving Salaried employees
- Business owners
- NRI’s based in US
- MBA (Finance) – NMIMS Mumbai
- NISM Certified Investment Advisor
- 5+ years of experience in financial markets
- 200+ portfolios reviewed
- 80+ Active clients