About us
We are AMFI-registered Mutual Fund Distributors with over 24 years of experience in helping professionals and businesses grow, manage, and protect their wealth. We specialize in bespoke mutual fund portfolios tailored to individual risk profiles, financial goals, and cash flow needs.
We have families and corporates who have been our patrons for over two decades, entrusting their finances with us to help them achieve their goals and financial freedom.
The firm is led by experienced MBAs – one with a specialization in Investment Banking from University of Illinois, Chicago and the other with a specialization in Finance from the IIM Udaipur – bringing together deep financial expertise and a commitment to long-term client success.
Invest Across Asset Classes
Equity
Equity represents ownership in a company. It offers the potential for high returns by participating in a company’s growth, making it ideal for long-term wealth creation.
Debt/Fixed Income
Debt/Fixed Income investments involve lending money to entities like governments or corporations for a fixed period. Investors earn regular interest, making these instruments a reliable source of income and ideal for capital preservation and portfolio stability.
Gold & Commodities
Gold and other commodities such as silver, oil, and agricultural products are tangible assets with intrinsic value. These instruments often hold their value during uncertain market conditions and act as a hedge against inflation and volatility, offering stability and diversification to an investment portfolio.
REITs & InvITs
REITs (Real Estate Investment Trusts) and InvITs (Infrastructure Investment Trusts) are pooled investment vehicles that manage income-generating real estate and infrastructure assets. These trusts are listed on stock exchanges and provide exposure to physical assets without direct ownership. They contribute to diversification and liquidity within a portfolio.
Why Mutual Funds?
🏆Excellence in Every Aspect
- A one-stop solution offering the perfect blend of liquidity, safety, and diversification
- Invest in multiple asset classes through a single instrument, reducing risk and maximizing potential
- Managed under strict SEBI regulations, ensuring credibility and investor protection
💼 Professionalism You Can Count On
- Your money is handled by seasoned fund managers using in-depth research and strategic forecasting
- Enjoy scientific asset allocation across equity, fixed income, gold, REITs, international funds, and alternative investments — customized to your risk profile
🤝 Integrity and Trust
- Every mutual fund transaction is governed by transparency, honesty, and accountability
- All portfolio details, NAVs, holdings and charges are fully disclosed, ensuring you stay informed with complete transparency
- We partner only with reputed AMCs (Asset Management Companies) to bring you trusted options
🔁 Accessibility and Flexibility
- Start investing with as little as ₹1000 through SIPs, making it accessible to everyone
- Flexibility to increase, pause, or stop SIPs without penalties — invest on your terms
- Wide range of funds for every life goal access to diverse sectors and economies that an individual investor may not easily reach otherwise
Why invest through us?
At Visio Wealth, we believe smart investing is not just about picking the right fund — it’s about the right strategy, timely execution, and expert guidance.
Here’s why many businesses, professionals and families trust us for their financial goals:
🔍 Expert Portfolio Management
- Our team consists of SEBI & AMFI-registered professionals, equipped with deep insights and exclusive research from top fund houses
- We actively manage your portfolio based on your personal financial goals and evolving macroeconomic trends
- Led by MBAs in Finance from premier institutions, our advisors bring decades of experience in wealth management and strategic investing
📈 Disciplined & Emotion-Free Investing
- Investors often underperform their investments due to emotional, mis-timed decisions
- We act as your financial co-pilot — helping you optimize during market rallies and stay grounded during market corrections, ensuring long-term wealth creation through discipline
🧠 Distributor Alpha: Adding Real Value
- We design your portfolio with a smart split:
✔ Core – For long-term wealth accumulation
✔ Tactical – To seize short-term market opportunities - This structure has consistently helped us generate superior risk-adjusted returns compared to point-to-point fund performance
📚 Investor Education & Communication
- Stay informed with regular updates on market trends, economic shifts, and regulatory developments
- We simplify complex investment concepts and keep you actively engaged with your financial journey
- You’ll never miss what matters – we believe clarity builds confidence
🤝End-to-End Investor Services
- We take care of everything — from onboarding to portfolio reviews and transaction support
- Seamless coordination with fund houses for both financial and non-financial requests — so you can relax while we handle the backend
- Our customer-first support ensures your experience is smooth, timely, and personal
🎯 Goal-Based Bespoke Solutions
- We understand your dreams — whether it’s building a retirement corpus, saving for your child’s future, or creating a second income stream
- We don’t just offer mutual funds — we offer strategic solutions aligned to your goals, timelines, and risk appetite
🛡️ Strong Ethics, Full Compliance
- We stay ahead of the curve by adapting to India’s dynamic regulatory landscape
- Your investments are made with complete transparency, compliance, and ethical standards
💼Skin in the Game: Your Growth is Ours
- No investment fee charged to you – as per SEBI guidelines
- We are compensated by the fund houses, meaning our success is directly tied to your investment outcomes
- Our focus is on sustainable prosperity, not quick sales. Your trust drives our business
People
TVS Ganesh
MBA – University of Illinois, Chicago
Post his completion of BSc. Maths from Vivekananda College, Chennai and MBA-USA, Ganesh worked with reputed firms such as RK Swamy BBDO Associates, Times of India Group, ICICI Prudential Mutual Fund and HSBC – Private Wealth Management.
Ganesh, a seasoned, versatile founder with over two decades of experience, set up Visio Consultants (renamed Visio Wealth) in November 2000 and has been offering exemplary services in wealth management.
Anirudh Tumuluri
MBA – IIM Udaipur
Post his MBA, Anirudh had worked with Axis Bank and ICICI Bank at their corporate offices in Mumbai. The stint with ICICI Bank was in their Corporate Banking team, handling relationships with large companies viz. Asian Paints & Inox Leisure.
Anirudh joined Visio Wealth in September 2023 and is tasked with growing the business to newer heights under the guidance of his father.
Wealth Up with us!
Questions, comments or requests? Feel free to reach out, we’d love to hear from you.
