Your 3rd Eye Opener to Financial Freedom
We at Dr. Ramanan's Financial Vision are committed to empowering families with financial literacy, guiding them toward long-term prosperity. Our goal is to educate 1 million families by 2027 through structured financial planning backed by the National Institute of Securities Markets.
Trusted Partners
Meet Dr. Ramanan
I’m Dr. Ramanan — a first-generation doctor and entrepreneur who found deep purpose in financial education. Over the past 8 years, alongside my medical career, I’ve been helping individuals and families navigate investments and insurance with clarity.
As a graduate of the National Institute of Securities Markets and a registered Mutual Fund Distributor (AMFI), my mission is to bridge the gap between health and wealth. True prosperity, I believe, comes from both.
Our Core Services
Comprehensive financial solutions tailored to your unique needs and goals
Investments
Partnered with two of India's top platforms: Wealthy.in and AssetPlus.in — collectively managing over ₹10,000 Cr in AUM. Our individual AUM: ₹10 Cr and growing. We help clients create solid, long-term investment strategies with multi-asset allocation: equity, debt, commodities, and more.
Insurance Solutions
Powered by PolicyBazaar and India Post, we help clients select top-rated Health and Term Life Insurance with India's strongest claims support systems. Over 100 families covered so far.
Holistic Financial Planning
From emergency funds to debt planning, and tax consultations with certified CAs — we design personalized strategies that work across every stage of life.
Financial Literacy & Coaching
Our goal: educate and empower. Whether you're new to personal finance or looking to scale investments, we offer bilingual (English & Tamil) sessions, content, and 1:1 guidance.
Our Gallery
Simple 4 Step Process
Form Submission
Fill you basic information and our team will reach out to you to arrange a 1:1 session
Get 1:1 Consultation
You get to talk to Ramanan 1:1 for 45mins
Personalized Suggestion
You get personalized suggestion based on your Age, Goals, Risk-appetite etc.
Start the Journey
You can complete the KYC and begin investing
Why Choose Us
Experience the difference of working with a healthcare professional turned financial expert
A doctor who understands health & wealth
No upfront fees or hidden charges
Lifetime support and guidance
Personalized planning — not product pushing
Combined AUM of ₹10,000 Cr with institutional-grade safety
SIP Book of ₹10+ Lakhs
Over 1,00,000+ patients served medically — and now financially
Preventive lifestyle advice combined with portfolio growth strategies
What Products We Offer
Explore our wide range of financial solutions tailored to your needs.
Mutual Funds
Diversified investment to grow wealth.
Insurance - Health & Life
Secure your health and future with confidence.
PMS - Portfolio Management Services
Personalized portfolio management by experts.
SIF - Specialised Investment Funds
Targeted investments for niche opportunities.
AIF - Alternative Investment Funds
Alternative strategies for higher potential returns.
Corporate FDs
Stable returns with corporate fixed deposits.
NPS & Bonds
Plan retirement with safe and secure options.
Loan against Mutual Funds
Get liquidity without selling your investments.
Certificate Of Achievements
Equities reign supreme
Inflation lagged, but equities simply kept running
21.9
16.9
9.2
2.0
0.1
19.2
10.2
8.4
5.0
2.5
15.2
14.0
12.9
12.8
4.5
17.6
16.6
12.3
12.1
4.9
15.2
15.0
10.2
9.0
7.4
Welocity Wealth Evolution
Welocity 2025: Transforming Wealth & Advisory
Welocity 2025 inspires investors and advisors to embrace change and growth. The client base is expected to grow fivefold and become younger, requiring tech-enabled, personalized advisory. Events like the Mahakumbh highlight India’s vast economic potential. Focus on long-term returns aligned with nominal GDP ±2%, not market timing. Advisors act as proactive partners, promoting sustainable wealth creation for generations.
What Our Users Say
"The conversation about my financial plans was incredibly insightful. The advisor was very patient, taking the time to explain everything from the basics, which made it easy to understand, even for someone new to investing. They walked me through key concepts and strategies in a way that gave me a clear idea of how to approach my financial goals"
Haritha
Start Your Financial Transformation Today
No pressure. Just a conversation to explore your goals.
Frequently Asked Questions
Get answers to common questions about our services and approach
As a doctor-turned-financial advisor, I bring a unique perspective that treats your financial health with the same care and precision as your physical health. I understand the importance of prevention, early intervention, and holistic wellness in both domains.
No, we believe in complete transparency. All fees are disclosed upfront with no hidden charges or surprise costs.
Our investment philosophy focuses on long-term wealth creation through diversified portfolios, risk management, and regular monitoring to ensure alignment with your financial goals.
We conduct thorough assessments of your financial situation, risk tolerance, and life goals to create customized strategies that evolve with your changing needs.
You'll receive lifetime support including regular portfolio reviews, market updates, goal tracking, and access to our team for any financial queries or concerns.
Yes, we provide services in multiple languages to ensure clear communication and understanding of your financial strategies.