What is your Financial Need?

HAPPY RETIREMENT

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What is your Financial Need?

OWN A HOUSE

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What is your Financial Need?

WEALTH BUILDING

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What is your Financial Need?

CHILD'S FUTURE

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Welcome To Strategic Investments

A reputed name for comprehensive financial guidance and product distribution services

Strategic Investments is a professionally managed proprietary financial services firm founded by Mr. P. N. Venkateshwarlu in June 2005, with a clear vision of making quality financial advice accessible to people from all walks of life. Since its inception, the firm has been committed to helping individuals and families make informed financial decisions through structured guidance, disciplined investing, and prudent risk guidance.

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Our Service

01 Client Desk

The Client Desk is a premium offering for our clients that consolidates entire portfolio information, covering every major financial and non-financial product, for an entire family or an organisation.

What We Offer

01 Assessment

Get customised guidance across various financial products and services like mutual funds, insurance, loans, need based investing, estate planning, and taxes.

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Product Basket

Mutual Funds
Mutual Funds
A mutual fund is a professionally managed investment vehicle that pools money from investors to invest in different asset classes.
Equity and ETFs
Equity and ETFs
Equities offer direct company ownership, while ETFs provide diversified exposure through a basket of securities.
NPS
NPS
The NPS is a government-backed retirement scheme offering flexibility, savings, and potential returns for a secure future.
PMS
PMS
PMS offers HNIs customized wealth management solutions, tailored to goals, risk, and investment horizons in India.
Loan against Mutual Fund
Loan against Mutual Fund
A loan against mutual funds lets investors borrow using their holdings as collateral, providing liquidity without selling assets.
Insurance
Insurance
Protection against financial risks by covering losses of the insured during unforeseen and adverse circumstances.

Fund Manager Interviews

Mr. Venugopal Manghat Chief Investment Officer - Equity, HSBC Mutual Fund. Venugopal Man...

Mr. Shriram R. Chief Investment Officer - Fixed Income, HSBC Mutual Fund. Mr. Shriram R....

Mr. Trideep Bhattacharya CFA, President & Chief Investment Officer - Equity, Edelweis...

Mr. Dhawal Dalal President & Chief Investment Officer - Fixed Income, Edelweiss Mutua...
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Assisting clients in fulfilling their needs.

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Latest Article

Friday, April 10 2026 Source/Contribution by : NJ Publications "The investor's chief prob...

Friday, March 27 2026Source/Contribution by : NJ Publications Why should life insurance b...

Friday, March 20 2026 Source/Contribution by : NJ Publications Introduction: The 'Save on...

Friday, March 13 2026 Source/Contribution by : NJ Publications Last week, as news of fres...

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STRATEGIC INVESTMENTS
Office Address:
No 59/7, Ground Floor,
20th Main, 7th Cross, G-Block,
Sahakarnagar, Bangalore,
Karnataka - 560092.
Mobile no  - 9845356760, 9740469454
Landline no - 080 41575760

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