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About Us

Trusted Financial Advisors Since 2006

Who We Are

Tulsigiri Investments has been guiding families and individuals toward financial growth and security for over 18 years. With 250+ clients in mutual funds, 150+ clients in health and life insurance, and ₹25 crore in AUM, we are proud to be a trusted partner in financial planning. Our mission is to simplify your financial journey with tailored solutions that align with your goals.

18 years

Providing financial Security for over

250+

Clients in mutual funds

25cr

In AUM

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Our Journey

Established in 2006, Tulsigiri Investments began as a Mutual Fund Distributor and Insurance Advisor. Over the years, we have expanded our services to offer comprehensive investment and insurance solutions, ensuring financial stability for our clients.

Meet Our Leadership Team

Founder – Mr. Bheemsen Kulkarni

With over 20 years of experience in the financial industry, Mr. Kulkarni established Tulsigiri Investments after serving 22 years as a Manager in the Engineering Industry. His expertise and dedication have been instrumental in helping clients achieve financial success.

Co-Founder – Mrs. Vedasri

A qualified M.A. in Sanskrit & M.Com professional, Mrs. Vedasri has been a Mutual Fund Distributor since 2009 and an Insurance Advisor since 1999. She combines her financial knowledge with a strong educational background to guide clients toward informed investment decisions.

Chief Consultant – Mr. Krishna Rao

Holding an M.Sc in Physics and CFP certification, Mr. Krishna Rao specializes in investment strategy and financial planning. As a Mutual Fund Distributor and Insurance Advisor, he ensures that clients receive expert-driven solutions for wealth creation.

Operations Manager – Mrs. V. Latha

Mrs. Latha plays a crucial role in client operations, ensuring seamless service. As an IRDA-qualified Insurance Advisor, she provides expert insights into insurance planning and risk management.

Founder – Mr. Bheemsen Kulkarni

With over 20 years of experience in the financial industry, Mr. Kulkarni established Tulsigiri Investments after serving 22 years as a Manager in the Engineering Industry. His expertise and dedication have been instrumental in helping clients achieve financial success.

Co-Founder – Mrs. Vedasri

A qualified M.A. Sanskrit & M.Com professional, Mrs. Vedasri has been a Mutual Fund Distributor since 2009 and an Insurance Advisor since 1999. She combines her financial knowledge with a strong educational background to guide clients toward informed investment decisions.

Chief Consultant – Mr. Krishna Rao

Holding an M.Sc in Physics and CFP certification, Mr. Krishna Rao specializes in investment strategy and financial planning. As a Mutual Fund Distributor and Insurance Advisor, he ensures that clients receive expert-driven solutions for wealth creation.

Operations Manager – Mrs. V. Latha

Mrs. Latha plays a crucial role in client operations, ensuring seamless service. As an IRDA-qualified Insurance Advisor, she provides expert insights into insurance planning and risk management.

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Why Choose Tulsigiri Investments?

We don’t just manage investments; we help you build a secure financial future. With personalized plans and expert insights, we make your financial success our mission.

18+ Years of Trust

Helping families and businesses secure their financial future.

250+ Mutual Fund Clients

Delivering high-return investment strategies.

150+ Insurance Clients

Ensuring health and life security.

₹25 Crore AUM

Managing investments with transparency and expertise.

Personalized Financial Plans

Tailored solutions based on your goals and risk appetite.

Plan Your Future Now

Start Your Financial Journey Today

At Tulsigiri Investments, we don’t just manage money—we build financial confidence. Whether it’s investments, insurance, or retirement planning, we’re here to guide you every step of the way.
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