Sri Dwarakadheesh Investment Services
Sri Dwarakadheesh Investment Services
Started the Firm during October 2024 & partnered with Prudent Corporate Services during February 2025 with an
intention to provide high class financial services to Retail & Micro Retail customers.
Aiming for Service
Oriented Distribution of Financial Products without any geographical boundaries.
Started a small firm but
our
dreams are to become big & serve the investing community with passion.
This Initiative from G.R. Balaji
A Science graduate by education, hails from the Temple City Kumbakonam of Thanjavur District-Tamilnadu.
Having worked for various Industries in the past, gave his 3 decades of services to a well-known
Investment Advisory Firm before establishing his own firm to serve the Retail & Micro Retail customers with an
intention of Service First approach.
He has undergone & conducted various types of training programs in customer orientation. He has the
passion to serve the customers with high service standards & integrity.
He has Certifications in AMFI & Depository Services and undergone a training program on
"Experiments for
Business Decisions” at IIM Ahmedabad in the year 2020.
Hence, your Financials are in the safe hands and it will be handled by him with utmost care &
passion as he understands the pulse of the Retail Investors.
To be the well-known brand for retail & micro-retail customers who seek financial services.
To create a Brand with its focus on Customer First approach – Fair & open dealings with its customers..