From humble beginnings as a school teacher in 2000, Mr. Srinivasa M transitioned into financial services with a passion for helping clients grow and protect their wealth. Since starting our Mutual Fund business in 2015, we have guided over 1,800 clients, including 65 NRI investors, managing assets worth ₹100 crores with a SIP book of ₹90 lakhs.
Mr. Srinivasa M began his professional journey in the early 2000s as a school teacher, honing his discipline and dedication before transitioning into the financial sector. In 2010, he joined LIC and gradually developed expertise in Mutual Funds, building a trusted advisory practice focused on long-term wealth creation. Since launching his Mutual Fund business in 2015, he has guided over 1,800 clients, including 65 NRI investors, helping them navigate market cycles with disciplined investment strategies. Today, his firm manages assets worth approximately ₹100 crores, with a systematic investment plan book of ₹90 lakhs.
His wife, M. Vijayalakshmi, an MBA graduate with experience at HP Softwares and IBM, joined the family business in 2014, contributing her strategic insight and operational expertise to its growth.
As the Founder & CEO of SIPINSURE, Mr. Srinivasa M continues to lead with a client-first philosophy, combining transparency, performance, and ethical advisory practices to deliver consistent value. His dedication has established SIPINSURE Private Limited as a respected name in the industry, recognized for its commitment to long-term financial planning.