Think Mutual Funds,
Think Aatmeeya.
Aatmeeya offers mutual funds investment solutions that are unique and customized to each of our clients. Learn more about our journey, philosophy and values here.
Aatmeeya,
Your Investment Companion
Aatmeeya (ಆತ್ಮೀಯ) in Kannada translates to a beloved friend. Aatmeeya is a friend who takes care of your financial concerns, helping you create wealth through mutual funds.
Client Centric
We warn you of the obstacles and encourage you to take calculated risks, to help you achieve your financial goal.
Personalised Approach
Individuals who are empowered, educated and disciplined investors can reap the benefits through mutual funds.
Tailored Investment Plans
Through systematic and disciplined investments, every individual can achieve their financial dream.
Your Trusted Partner
A community of educated and empowered investors, who can aspire and achieve financial freedom through mutual funds.
True Stories, True Success
Our success is measured by your joy and satisfaction. Listen to what our clients have to say about their mutual funds investments journey.
Our Key Offerings for your financial journey.
We are a one stop solution to all your financial needs. Our aim is to erase your financial worries.
Mutual Funds
Aatmeeya has been crafting investment solutions to its clients for over 13 years, helping each one of them achieve their financial goal.
Tax Consultancy
For over 35 years, Aatmeeya has been a trusted tax consultancy firm, providing the best service for its clients.
Life Insurance
Aatmeeya has been a pioneer in offering expert insurance solutions to clients, helping them distinguish between investment and insurance. Our experts are in the insurance industry for over 30 years helping people make the right choice.
Health Insurance
With so many new insurances flooding the market with so many different things, which is the best kind of health cover to choose? Don’t worry, experts in our team will help you navigate this question and make the best choice.
One Stop Solution
Apart from the above mentioned offerings, if our clients have any other finance related questions or concerns, we guide them to the right people. We truly believe that we can be the solution to all the financial worries of our clients.
Start a conversation about your future.
Let us know how can we help you in your financial journey. We look at both the clock and the calendar, and help you decide where you need to look.
Get a Consultation
13+ years
of experience
900+
happy clients
280+
crores in assets
Where Expertise Meets Excellence
Investment made simple, strategic and secure. Completely free orientation where the client's decision to invest or not is whole-heartedly respected.
Orientation
Every client is taken through a free three-hour orientation process, where they will learn about budgeting, the various kinds of saving instruments, mutual funds and its outlook in India and the tax advantages in mutual funds.
Customized Investment Plan
Once the client decides to invest through Aatmeeya, we will chart out an investment plan that suits the client’s risk appetite, investment horizon and their financial goal.
On-boarding
We will help our client's with all the necessary documentation and KYC compliance processes before investing.
Hand-holding
Relatively new clients may go through emotional upheaval, both during times of abundance as well as crisis. We will be there for them, answering all their questions and provisioning emotional support along the journey.
Constant Updation
Transparency nullifies anxiety. We update our clients every quarter on how their investments are doing. Also, if they need the details of investments at any point of time, we will provide a consolidated statement immediately.