Our vision
To build CSK FINVEST as a trusted brand in financial services. We provide free financial education for clients through webinars and seminars.
AMFI Registered Distributor · Vijayawada
Maximizing Wealth,Building Futures
Bespoke financial guidance across mutual funds, insurance, markets, and real assets—rooted in trust, transparency, and long-term outcomes.
Who We Are
About us
CSK FINVEST — We are active across a wide range of financial services, including equity markets, derivatives and commodities, tax consulting, insurance, and mutual funds—creating long-term value for investors. For individuals and retail clients, our foremost objective is “Maximising Wealth”.
CSK FINVEST is affiliated with the best in the industry—AMFI, IRDAI, NSE, and BSE. To make our services stronger, we maintain close interaction with our clients through awareness programmes that take personal finance to the next level.
Our services are individually designed to meet clients’ needs, as determined through personal consultations and constant monitoring of their financial goals. Our approach is to counsel each client, understand their profile, needs, and concerns, build customised investment portfolios, and offer a comprehensive selection of investment alternatives suited to their objectives.
About
Regulated partnerships, measurable outcomes
From our Vijayawada base we combine exchange- and regulator-aligned processes with ongoing portfolio reviews—so advice stays relevant as markets and your life goals evolve.
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Years guiding clients
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Families advised
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Assets facilitated
Our mission
To provide a wide range of products and services across the financial services segment, with a commitment to:
- Highest standards of quality at reasonable cost.
- Meeting the general and sophisticated financial goals of our clients.
- Developing, encouraging and rewarding superior performance of our employees.
- Our motto is to invest your money in mutual funds carefully and safely, as we would our own.
What we offer
Products
Equity & Derivatives, Mutual Funds, Insurance, Loans & Tax Filing, Financial Education, Trading School, and Real Assets.
Tap “Know More” on any line to message us on WhatsApp—we respond during business hours.
Equity & Derivatives
Equity markets, derivatives, and commodities—supported by research and disciplined risk frameworks for serious participants.
Know MoreMutual Funds
Goal-based fund selection, SIP design, and portfolio reviews aligned to your horizon and risk profile.
Know MoreInsurance
Life and general insurance solutions structured around protection gaps, not commissions alone.
Know MoreLoans & Tax Filing
Tax consulting and ITR preparation alongside guidance on suitable credit structures for individuals and businesses.
Know MoreFinancial Education
Workshops, webinars, and seminars that decode markets, products, and personal finance—aligned with our commitment to free investor education.
Know MoreTrading School
Structured learning paths for aspiring traders focused on process, psychology, and risk management.
Know MoreReal Assets
Perspective on real estate and alternate assets as part of a diversified, long-term wealth plan.
Know MoreGallery
Moments from our practice
Scenes centred on Indian rupees, household financial planning, and the advisory relationship—reflecting how we serve clients across India. Tap an image to enlarge.
Testimonials
What clients say
“Clear explanations, no pressure selling, and a mutual fund portfolio that finally matches my goals. Reviews are always on time.”
Priya S.
IT Professional, Hyderabad
“They helped structure insurance and investments together. I appreciate the documentation discipline and WhatsApp support.”
Ramesh K.
Business Owner, Vijayawada
“As someone with limited time, I value the curated research and tax-filing coordination. Professional and approachable team.”
Ananya R.
Doctor, Guntur
Enquiry
Tell us how we can help
Submitting opens your email client with a pre-filled message to cskfinvest@gmail.com. You can edit before sending.
Contact Us
Visit or reach our Vijayawada office
Address
73-4-33/3, M.G.Road, Opp:- Union Bankstreet, Patamata, Vijayawada, Andhra Pradesh - 520010
Phone
9398303688Map pin is indicative—please call before visiting so we can guide you to our exact suite.