At Surya Wealth, our team is the cornerstone of our success. Comprising seasoned professionals with deep expertise and a passion for excellence, we take pride in offering unparalleled financial guidance and support to our clients.

• Mr. Shankar Shillappa - Chief Advisor, Surya Wealth - A visionary leader and one of the most senior members of our team, Mr. Shankar Shillappa brings over 15 years of invaluable experience in the financial services industry. An MBA by qualification, he is celebrated for his profound understanding of distribution practices and the challenges they entail. As Chief Advisor, he spearheads our investment advisory and portfolio management services with unparalleled dedication and insight.
• Mrs. Geetha Shankar - Chief Advisor & Relationship Manager - Mrs. Geetha Shankar is a dynamic and client-focused professional with over 13 years of extensive experience in the financial services sector. Her expertise lies in investment advisory, client services, and administration. She is deeply committed to building lasting relationships and ensuring that every client receives exceptional care and attention.
• Mr. Prasad - Certified Financial Planner - Mr. Prasad is a Certified Financial Planner with an impressive 12-year track record in the financial services industry. His areas of expertise include financial planning, investment advisory, and portfolio management. With his meticulous approach and strategic insight, Mr. Prasad consistently crafts personalized solutions that align with clients' financial aspirations.

Together, our team combines experience, expertise, and passion to create a seamless and rewarding wealth management experience for our clients.

Established in 2005, Surya Wealth is proud to serve over 5,000 satisfied clients, guiding them toward their financial aspirations with smart and effective investment strategies. As certified Wealth Managers and consultants for Mutual Funds and Insurance, accredited by the National Stock Exchange (NSE) and the Association of Mutual Funds in India (AMFI), we bring a wealth of expertise to every client interaction.

Our highly qualified and experienced team of financial advisors provides holistic financial planning, leveraging in-depth knowledge of insurance, tax regulations, and mutual fund investments to tailor solutions that align with each client’s unique short- and long-term goals. At Surya Wealth, our mission is to deliver fast-track financial solutions that empower individuals and families to achieve financial freedom and enjoy a secure and fulfilling retirement. Let us help you turn your financial goals into reality.

Why should you entrust us as your financial advisors and product distributors? This is a question we value deeply, and our answer lies in the unique qualities that set us apart:

• 1. Client-Centric Philosophy: At the heart of everything we do lies your well-being. Every recommendation we make is meticulously crafted with your long-term interests as the guiding star, ensuring that your financial journey is not just prosperous but also secure and fulfilling.
• 2. Diverse and Holistic Offerings: We provide seamless access to a comprehensive basket of financial products, curated with a need-driven approach rather than a product-centric mindset. Our goal is to address your financial aspirations with a 360-degree perspective, offering you a truly integrated solution.
• 3. Relentless Pursuit of Client Satisfaction: Armed with the perfect blend of attitude, expertise, processes, and technology, we are committed to delivering exceptional service. Whether it's addressing queries or resolving concerns, our systematic approach ensures swift and efficient solutions, leaving no room for compromise on quality.
• 4. Value-Added Services: Experience a world of comfort, convenience, and confidence with our value-added services. Stay effortlessly updated on your investments anytime, anywhere, giving you unparalleled control over your wealth management.
• 5. Expertise Built on Experience: With over 14 years of mastery in financial advisory and product distribution, we bring unmatched qualifications and insights to the table. Our expertise allows us to deeply understand your aspirations and craft strategies that align perfectly with your goals.
• 6. A Passion-Driven Mission: We are driven by an unwavering passion for serving our clients. There is no greater joy for us than witnessing you achieve your financial dreams, knowing that our guidance played a part in turning those dreams into reality.