Mutual Fund Advisor in Bangalore

Sathish M is a Senior Mutual Fund & Financial Advisor with 15+ years of hands‑on experience spanning mutual funds (SIP), life insurance, health insurance, and goal‑based financial planning. As the Founder of Rupee Guide Financial Consultancy and the driving force behind Mutual Fund Distributors, Sathish blends disciplined asset allocation with practical, jargon‑free guidance for Indian households, professionals, and business owners.

Operating as Certified Mutual Fund Agents in Bangalore with Pan‑India servicing, the practice combines local cost insights (housing, healthcare, education) with nationwide execution to size SIPs realistically and align asset allocation to real‑world goals. The focus remains on suitability, clarity of costs and risks, and timely reviews.

15+ years advising on SIP design, category selection (equity, hybrid, debt), and periodic rebalancing for risk‑adjusted outcomes.

End‑to‑end execution: risk profiling, scheme selection, digital onboarding, e‑mandates, documentation accuracy, and nomination hygiene.

Protection planning across life and health insurance to safeguard EMIs, income continuity, and medical contingencies.

Review discipline with step‑up SIPs, glide paths as goals near, and clear action notes after each portfolio check‑in.

Compliance‑first servicing with transparent explanations of expense ratios, exit loads, rider costs, and applicable tax considerations.

LIC Agent Code: 0164061F
Star Health Insurance Code: BA0000093891
Mutual Fund ARN Code: 118178

Every recommendation is explained in plain language, with clear pros, cons, and costs, so decisions are confident and repeatable. The mission is to deliver steady progress toward goals through disciplined SIPs, appropriate protection, and timely course corrections—no noise, only what matters.

Mutual Fund Distributors helps Indian families, professionals, and business owners build long‑term wealth through disciplined mutual fund investing, SIP strategies, and goal‑based financial planning with clear, jargon‑free guidance. We are Certified Mutual Fund Agents serving in Bangalore and Pan India, delivering transparent advice, periodic reviews, and end‑to‑end support through mutualfunddistributors.in.

1. Mutual fund advisory and distribution, including SIP setup, step‑up SIPs, and periodic rebalancing
2. Goal‑based financial planning that connects cash flow, emergency funds, and investments to milestones
3. Life and health insurance guidance to protect income, EMIs, and family aspirations
4. Loan‑aware planning to balance EMIs with investments and safeguard progress toward goals

• Understand goals, timelines, and risk profile with a structured discovery
• Recommend suitable categories and schemes; define SIP amounts and review cadence
• Implement with digital onboarding, accurate documentation, and bank e‑mandates
• Monitor portfolios and protection cover; step up SIPs and rebalance when conditions change
• Maintain nomination accuracy and provide responsive service and claim assistance

1. First‑time investors starting SIPs for education, home purchase, and retirement
2. Families balancing insurance, EMIs, and long‑term Wealth building
3. Professionals and entrepreneurs seeking disciplined portfolios and risk cover
4. Retirees prioritising stability, healthcare planning, and legacy clarity

• Certified Mutual Fund Agents with local presence in Bangalore and Pan‑India execution
• Transparent explanations of costs, risks, and trade‑offs for confident decisions
• Review discipline with portfolio health checks, action plans, and documentation support
• Compliance‑first processes with accurate records, timely disclosures, and suitability focus