Srikanth Matrubai

Retirement Planning Specialist | AMFI Registered Mutual Fund Distributor @ SriKavi Wealth

About

Most people don’t lose money because markets fall. They lose money because emotions take control during volatility. With over 33 years of experience in the Indian equity markets, I’ve lived through multiple market cycles—booms, crashes, bubbles, and long periods of uncertainty. One lesson stands out clearly: long-term wealth is built through discipline, not prediction. I am an AMFI-Registered Mutual Fund Distributor, recognised by The Economic Times as India’s Most Influential Volatility Coach, a Qualified Personal Finance Professional (QPFP), author, and the founder of SriKavi Wealth. I work closely with working professionals, pre-retirees, and retirees who seek clarity, confidence, and calm in their financial decisions—especially during volatile markets. My advisory approach is simple and practical. I focus on: Asset allocation over asset chasing Behaviour management over market timing Risk control before return expectation Simplicity over complexity I firmly believe volatility is not a threat—it is a test. When portfolios are built with the right structure and reviewed with discipline, volatility becomes a tool to rebalance and strengthen long-term outcomes, rather than something to fear. I am also the author of two Amazon bestselling books: DON’T RETIRE RICH, which challenges common retirement myths and emphasises income continuity, clarity, and peace of mind WEALTH OF WISDOM, a collection of timeless investment lessons drawn from decades of real-world market experience and investor behaviour Beyond client advisory, I am deeply committed to investor education. I appear daily on Radio City, where I answer public queries on investments, mutual funds, insurance, retirement planning, and financial decision-making. These conversations reinforce a simple truth—most investors don’t need more products; they need better understanding and calmer guidance. My passion lies in simplifying finance using real-life analogies, helping investors understand why they are invested, not just where. If you believe wealth should be built slowly, sensibly, and stress-free, and that financial planning should bring confidence—not confusion—you will resonate with my approach. If you’re planning your retirement — let’s build a future that feels calm, confident, and truly wealthy. 📍 Greater Bengaluru Area 📩 Always happy to connect with investors who value discipline over drama. 📞 9972520155

Country

India

City

Greater Bengaluru Area

Industry

Investment Management

Skill

Financial Goals, Life Insurance, Mutual Fund Solutions, Investment Educator, Insurance Planning, Personal Finance Professional, Wealth Preservation, International Investment, Wealth Accumulation, Mutual Funds Wealth Management Tax Planning , Investment Advisory, Investments, Capital Markets, Mutual Funds, Strategic Financial Planning, Insurance, Wealth Management, Equities, Asset Managment, Investment Banking

Experience

Retirement Planning Specialist | AMFI Registered Mutual Fund Distributor

SriKavi Wealth

2007-5 - Present · 19 yrs 5 mos

Bangalore Urban, Karnataka, India

AMFI-Registered Mutual Fund Distributor | Author | Investor Educator I believe retirement planning should be simple, disciplined, and grounded in long-term thinking. With 33+ years of experience in Indian markets, I help families build investment approaches aimed at sustaining their lifestyle well beyond active working years. Experience: Have guided 500+ families in structuring retirement-oriented investment approaches aligned with their long-term goals. Investor Education: Have conducted 150+ Investor Awareness Programs, simplifying market concepts and encouraging disciplined, long-term participation in mutual funds. The “Nishchint” Approach: I advocate a calm, process-driven retirement planning philosophy that emphasises emotional discipline and consistency over short-term market movements. Thought Leadership: Author of Don’t Retire Rich and Wealth of Wisdom. Regular media contributor and speaker on investor awareness and retirement preparedness. ARN: 51423 Mutual Fund investments are subject to market risks. Read all scheme related documents carefully. Office number : 9972520155 Email : Invest@Srikavimoney.com

Founder

SriKavi Wealth

2007-4 - 2026-1 · 18 yrs 10 mos

Bengaluru

Retirement Roadmaps for 500+ Families Retirement isn’t just about a math formula; it’s about peace of mind. I’ve personally guided over 500 clients through the maze of inflation and market cycles, building custom roadmaps that ensure their kitchen fire keeps burning and their lifestyle stays intact, long after the salary stops. 600+ Investment Awareness Programs (IAPs) I’m on a mission to demystify money. Conducted over 600+ sessions, breaking down complex financial jargon into simple, "chai-table" conversations. Goal is to empower the common man to stop fearing the markets and start using them as a tool for wealth. The "Nishchint" Retirement Framework: A proprietary strategy designed for the middle-class soul. It’s not just about picking the "best" fund; it’s a disciplined framework that prioritizes emotional calm over market chaos. It’s retirement planning that lets you sleep at night, knowing your future is on autopilot.

Author

SriKavi Wealth

2018-4 - 2025-12 · 7 yrs 9 mos

Book received AMAZON BESTSELLER tag on Day of Launch Book ranked in Top 100 Amazon Finance Books Helped thousands of investors understand the power of early retirement planning

Mutual Fund Distributor

SriKavi Wealth

2010-4 - 2018-4 · 8 yrs 1 mo

• Mentored clients from day of their 1st salary to post-retirement income • Focused on SIP ladders, retirement corpus calculators, and multi-generational wealth transfer