About Us
Building Wealth, One Relationship at a time.
Our Vision, Mission and Values
The cornerstones of our advisory approach. On the right side of law, always - Any time, all the time.
Vision
A community of educated and empowered investors, who are disciplined in their approach and determined to create wealth for themselves and hence achieve mental, physical and emotional well-being and live a stress-free and fulfilling life.
Mission
- To educate people on the basics of investment into mutual funds in simple everyday language.
- To encourage people to start thinking about money as an opportunity to attain freedom and not as a burden.
- To handhold investors in the times of crisis as well as abundance.
- To educate investors from the most basic to the most complex, just like a friend who cares deeply.
Values
- Integrity - Nothing is more important to us than giving the best investment experience to the investor.
- Transparency - All your questions and concerns about your investments will be answered with care and patience. Transparency and knowledge sharing will create better investors.
- Handholding - We are just a phone call away for that anxious mind that is playing games and impacting your mental health when the market is acting wild! We will explain to you what’s happening and we will guide you in the right way.
Aatmeeya’s Journey
Aatmeeya started it's journey in 2012 with an Asset Under Advisory (AUM) of just 10 lakh rupees. Our intention to provide our clients with the best service and guidance touched many hearts and through referrals, we kept expanding and reaching more and more people to help reach financial freedom.
Our firm belief in client-centric approach and our integrity towards our profession has helped us win many hearts. We are currently the largest mutual funds distribution outlet in Shimoga region, with clients from all over the world.
Today, we manage over 280 Crore Rupees worth of investors money. The figure is both a source of great joy as well as responsibility for us.
Meet Our Visionary Founders
From the humble beginnings of tax consultancy to the towering achievement of becoming the largest mutual funds distributors in Shimoga, our founders’ leadership is rooted in integrity.
Nagendra N M
The Co-Founder and Managing Director of Aatmeeya, has been a tax consultant for over 25 years and a mutual funds distributor for over 12 years. Over the last decade, he has built a name for himself as a trustworthy and down to earth financial advisor, whose expertise has helped his clients to create wealth for themselves and achieve financial freedom. Through Aatmeeya, he manages investor’s money worth 280 crores and is the largest mutual fund distributor in Shivamogga. When not thinking about money, he enjoys watching movies and reading poetry.
K V Raghupathi
A partner of Aatmeeya, and an insurance advisor with over 25 years of experience in the insurance and financial services industry. Specializing in health and life insurance, he has helped numerous clients secure comprehensive coverage tailored to their specific needs. His expertise extends to mutual fund advising, where he assists clients in building wealth through strategic investment planning. Raghupathi‘s approach is client – focused, he empowers his clients to make informed decisions for a secure financial future.
Sathwik N N
A theatre director, writer and an actor, who ventured into the field of finance inspired by Nagendra N M. He currently works for an NGO where he leads the Children’s Program, setting up libraries in marginalized communities. At Aatmeeya, he works as the Chief of Operations, overseeing business development, marketing and networking. He is a certified mutual funds distributor who blends his expertise in the field of theatre and finance, offering engaging financial literacy programs for educational institutions and corporates.
Our Team
A team that cares and delivers. Collaboration in Action.
Shilpa N B
She is dynamic and has extensive experience in client operations and management. She oversees the end-to-end client journey, ensuring the highest level of satisfaction and operational excellence. She has been working in our organization for the past 5 years and her expertise lies in streamlining operations, implementing effective client service leading to exceptional outcomes. She is a certified mutual fund distributor and her passion for excellence ensures that clients receive the best possible service and support at every stage of their journey. In her free time she loves to draw Mandal Art and learns Kathak.
Pavan U G
He is a dedicated accountant with a solid record in managing financial records and ensuring compliance with accounting regulations. He has 9 years of experience in the accounting field. He is known for his attention to detail, strong analytical abilities and commitment to maintain accurate and up–to-date financial information.
Sudhindra L G
He is an experienced Senior Accountant from the past 15 years in the field of accounting and financial management under Nagendra N M. He is skilled in managing large volumes of financial data, ensuring accuracy and providing strategic financial insights. His extensive knowledge of accounting software and regulatory compliance standards makes him an invaluable asset to the organization. He is known for his ability to lead and mentor junior accountants, assisting a collaborative and efficient work environment. He is dedicated to delivering excellence in all aspects of his work, ensuring the financial health and success of the organization.
Karthik S
He is a highly accomplished senior accountant with extensive experience in overseeing the financial operations of the organization. He has been working in Aatmeeya for the past 9 years. He brings a wealth of knowledge in financial management and regulatory compliance. His expertise in tax planning and audit management has consistently contributed to the financial stability and growth of the organization. He is recognized for his leadership skills, attention to detail and unwavering commitment to maintaining the highest standards of financial integrity.
Krishnamurthy M
He is an enthusiastic and dependable office associate. He plays a vital role in maintaining the smooth operations of daily activities. He handles a range of tasks, including delivering documents, assisting staff with miscellaneous duties. He is known for his punctuality, strong work ethic and willingness to help wherever needed.
Deepika G
She is a skilled and dedicated office associate. She plays an essential role in ensuring the efficiency and organization of the office. She excels in managing daily administrative tasks, coordinating office supplies, handling correspondence and supporting various departments as needed. She is always looking to improve processes and is eager to take on new challenges that help the company grow. Outside of work, she enjoys drawing, which provides a well-rounded approach to both professional and personal development.
Pawan Jois
Pawan Jois is an accountant under Nagendra N M with a strong foundation in financial management. Holding a Master's in Commerce from Kuvempu University, he is also an AMFI certified mutual fund distributor. Pawan has 6 years of experience in both accountancy and mutual funds. His expertise includes analyzing investment opportunities and maintaining accurate financial records. His analytical skills and attention to detail contribute to making informed investment decisions and ensuring financial accuracy. He is committed to excellence and detail in every aspect of his work.
Fayaz Ahmed
He is a reliable and professional office car driver, known for his punctuality and safe driving skills. He is committed to maintain the vehicle in excellent condition, ensuring both safety and comfort. His dedication to his role makes him a valuable part of the office team.
The People Powering Our Vision
The team that turns Aatmeeya's vision into reality.