Mutual funds Shivakumar MFD

Shivakumar for All Your Investment Needs: Mutual Funds, Insurance, Shares, and More – All in One Place

When it comes to managing your finances and planning for the future, having a reliable and experienced advisor makes all the difference. Since 2007, Shivakumar has been a trusted name in wealth management and financial services, helping over 3,200 clients across India and around the globe. Whether you’re new to investing or looking to consolidate and optimize your existing portfolio, Shivakumar offers expert guidance across a wide range of financial instruments — all under one roof.

A One-Stop Solution for All Your Investments

Mutual Funds
Mutual funds remain a popular choice for both new and seasoned investors, offering diversification and professional fund management. At Shivakumar, we offer curated recommendations based on your goals — whether it’s wealth creation, tax-saving, or retirement planning. From equity and debt to hybrid funds, we help you select the right mutual funds tailored to your risk profile and investment horizon.

Life Insurance
Life insurance is not just a safety net; it’s an essential part of any long-term financial plan. We provide guidance on choosing between term plans, whole life policies, and ULIPs (Unit Linked Insurance Plans), ensuring your family is financially protected in any eventuality. 

Health Insurance
In an era of rising medical costs, having adequate health insurance is critical. Shivakumar helps you compare and choose policies that offer the right balance of coverage and affordability — for individuals, families, and senior citizens.

Bonds and Fixed Deposits
If you’re looking for stable, low-risk investment options, we offer access to corporate bonds, tax-free bonds, government securities, and fixed deposits across top-rated institutions. These instruments are ideal for preserving capital while earning predictable returns.

Shares and Unlisted Shares
For those seeking higher returns through equity markets, we provide investment strategies in listed stocks as well as unlisted shares, which have become increasingly popular among savvy investors. We help you identify potential growth opportunities and make informed decisions backed by market insights.

NHS Pension Transfers to India
Expatriates from India working in the UK often face challenges when it comes to transferring their NHS pension schemes. At Shivakumar, we specialize in guiding clients through the complex regulatory and tax implications of transferring pension benefits to India, ensuring compliance while maximizing value.

Track and Manage All Your Investments in One Place

One of the key challenges investors face today is the fragmentation of financial information. With Shivakumar, you get access to tools and support that allow you to see all your investments in one place — from mutual funds and insurance to shares and fixed income products. This consolidated view helps you monitor your portfolio’s performance, make timely adjustments, and plan future investments with clarity.

Trusted Since 2007 – Serving Clients Worldwide

Over the past 17+ years, Shivakumar has built a reputation for personalized service, transparency, and results-driven advice. Our client base spans India, the Middle East, the UK, the US, Australia, and beyond. Whether you’re an NRI looking to invest back home or a resident Indian seeking professional financial planning, our experience and commitment stand behind every recommendation we make.

Why Choose Shivakumar?

• Comprehensive financial services under one roof

• Tailored investment plans suited to your goals

• Digital tracking and portfolio management tools

• Transparent, client-first approach

• Global service reach with deep India market expertise

Let’s Build Your Financial Future, Together
Whatever your financial goals may be — retirement, education, wealth preservation, or legacy planning — Shivakumar is here to help you navigate your journey. Reach out today to schedule a consultation and take the next step toward financial confidence and clarity.