We help you Reach your Financial Goals
At Shilpa Associates, we work very closely with each client so that they can reach their respective Financial Goals. If you have a Financial Goal in mind, do contact us
Why Choose Us
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It's Always A Good Time To Invest And Plan!
Child Education
The cost of higher education is increasing annually by more than 15%. It is important that you plan your child's education well in advance
- Plan early to meet the goal
- Early starter can begin with small amount
- Your child's dream come true
Wedding
By starting with a small SIP amount, you can benefit by power of compounding to meet this goal
- For Indians it is a very important event
- Achieved by saving small amounts regularly
- Step up SIP can be a good option
Retirement
Do not make the mistake of delaying your investments for this most important goal of your life
- Plan early when you start your career
- Account inflation and current expenses
- Build enough to meet medical exigencies
Home
Who does not want an abode of their own. Start planning based on when you want to have your Sweet Home
- Account inflation adjusted purchase cost of the property
- Start a separate SIP for this goal
- Help save taxes under old tax regime
Wealth Creation
Who does not want an abode of their own. Start planning based on when you want to have your wealth creation
- Account inflation adjusted purchase cost of the property
- Start a separate SIP for this goal
- Help save taxes under old tax regime
Emergency Fund
This is the most important goal but ignored by most of us due to lack of knowledge
- Save minimum 6 months of expenses as emergency corpus
- Help meet exigencies when you do not have cash in hand
- Helps in case of a job less/ pay cut/ start on your own
Happy Clients
Happy Families
MF Assets (AUM)
Years of Experience
How Shilpa Associates Works in your Best Interest
AFTER 25 YEARS, IT WOULD HAVE ACCUMULATED TO
Bank
₹ 22.36L
@3% Return
Fixed Deposit
₹ 34.82L
@6% Return
Gold
₹ 56.48L
@9% Return
Sensex
₹ 79.53L
@11% Return
Shilpa Associates
₹ 1.14Cr
@13% Return
Get in touch with us
Contact Us
Our address info
183, Vihari's Travels Building,
15th Cross, Margosa Road
Malleswaram, Bangalore - 560003
Our contact info
Our contact info
Testimonials
I know Mr Somasundar for more than 20 years now. Glad to have met a professional like him. He has done my life cycle financial plan...right from Insurance to my foray into Direct Stocks. In our relationship now, investment is just a by product. We have grown together. Glad to share my happiness here.
K J Sheshadri
Sundar as I fondly call him is an investment advisor in the true sense. He always gives conservative and long term suggestions on investments and never forces me to make an investment in any particular instrument. His long stint in LIC of India makes him the master of life/ health insurance policies. He ability to read the stock market movements is phenomenal. I have been associated with him for more than 15 years and he has delivered excellent results. He is ably supported by his colleague Girish who is lovely soft spoken and an intelligent human being who is always ready to help. My best wishes to Team Shilpa Associates.
Prasad Krishnan
I'm so glad that I met Som a decade back at his Malleshwarm office.Though I was feeling confident about my financial state, I wanted a qualified & trusted person to handhold me. Needed an wholesome review of my investments & an honest advice to carry forward.That's exactly what he did - putting structure, periodic & methodical ways to building wealth. More importantly he didn't allow me to take any reactionary steps during market/mood swings. Each time after talking to him I came back to stay on the course & felt calm. At Shilpa Associates he continued to adopt tech, though more could be done. His colleague Girish is always available for calls & visits my home many times
H C Mahesh
I have been investing through Shilpa associates for nearly 2 Decades.
Mr. SomaSundar has been giving sane advice exercising caution at the same time.
His knowledge of the market is dependable not to miss his matured handling of the clients.His selection of the funds after a thorough research is worth mentioning.
Be it small investors or HNI, his advice to them is without any partiality.
What I observed in him is that he enjoys contradicting views and encourages his clients to ask questions before investing, instead of blindly following his advice.
I would confidently say that I have been benefitted by his sane advice- I repeat - his sane advice and my portfolio has registered a considerable growth.
I wish SHILPA Associates and its Team all the very best in their endeavours
Srinivasan Venkatesh
What I like about Shilpa Associates is that the advice and treatment given to clients are not linked to the quantum of investment. Small and large investors are treated on par.
The focus is on financial planning which is based on one's income. Retaining liquidity for medical and other emergencies is emphasized. Life insurance coverage for the family is equally important.
Investment for the child/children is stressed.
Soma Sundar is knowledgeable in the area of investment planning. He has a good team including Mr. Girish Narayan who assists him well and has a remarkable memory.
Dr Prabhakar T V
I am extremely grateful to Shilpa Associates for guiding me through my financial journey. It has helped me to choose the right funds to make my future bright and financially independent. Would like to recommend more people to grab this opportunity and take the right financial advice from Shilpa Associates. Wishing more and more success in the future.
Govind Kurnool
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