About BEYOND FINANZ

BEYOND FINANZ is a boutique investment advisory firm offering comprehensive Wealth & Risk Management Services. We are serving clients with a wide range of financial products including Mutual Funds, Insurance, Loans, and Real Estate services. Plus one stop shop for all types of Investments, Investors looking for long term solutions, wealth creation.

🏆

Certified Excellence

Certified professionals ensuring regulatory compliance

👥

Client-Centric

Personalized solutions tailored to your unique financial goals

🎯

Strategic Focus

Comprehensive wealth and risk management strategies

🌍

Extensive Network

100+ banking and NBFC partnerships for optimal solutions

Brief intro of Bhaskar Ambati (AV)

Bhaskar Ambati

Bhaskar Ambati (AV) has senior management experience working with leading MNCs, large conglomerates in IT, ITES & Realty space PAN India and in services sectors for over 25 years.

Certified by AMFI & IRDAI.

Active Member of Entrepreneur & Corporate networks, professional associations.