"Benefit from our Financial Expertise” 

Naveen Julian Rego- CFP 
SEBI Registered Investment Adviser

Investing is not about beating the markets. It should be about your life's goals: be it achieving safety for your family, a better life for your children, starting or expanding a business or creating wealth. Unfortunately, today, we are often preoccupied with the wrong priorities like increasing returns at all costs or finding the next best investment product.

Whether your goal is to grow your wealth or simply to preserve it, how wisely you invest your assets will play a significant role in the quality of life that you and your loved ones will lead. Our financial expertise and experience will suggest suitable strategies to streamline your finances in achieving your financial goals. Towards this end, we request you to have a No Obligation meeting with us at a mutually convenient time.

We are reachable on phone / WhatsApp at +91-9741157582 / +91- 9686694288 and email assistant@naveenrego.com, to schedule the above meeting.

You could also visit www.naveenrego.com to know more about us and our work.

We help you to focus on your family and passions while we manage your wealth with utmost care and dedication. 

Naveen Julian Rego - CFP^CM
SEBI Registered Investment Adviser
First Floor, NJ Arcade, Ladyhill
Mangalore - 575006