ABOUT US

Suvita Investor Services is a trusted and AMFI‑registered Mutual Fund Distributor (ARN: 66456), based in Mangalore. Founded in May 2022 by M. Ullas Hegde, we offer professional investment strategies and a broad suite of financial solutions built around client needs (suvitais.in).

Our journey began with a relentless commitment to helping clients grow and secure their wealth through disciplined investing and education. Today, we provide access to mutual funds, insurance products, and advanced financial planning via our partner network.

Why Us

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Client‑Centric Approach

At Suvita, the client always comes first. We assess your financial goals holistically and deliver recommendations tailored to your unique needs—never a one‑size‑fits‑all solution.

Rich Product Basket

We offer a single-point access to multiple financial products, through a holistic, needs‑driven approach. From mutual funds and NPS to insurance, loans, PMS, real estate and more, all aligned to your financial objectives

Focus on Customer Satisfaction

Our philosophy: When our clients prosper, we prosper. We believe in building long-term relationships through trust, transparency and consistent performance.

Value‑Added Services

Our services give you comfort, convenience, confidence, and control over your wealth:

  • Timely updates on your investments

  • Access anytime, anywhere via mobile app, online portal, phone, or in-person

  • Ongoing portfolio reviews and rebalancing for alignment with your goals

Right Experience & Skills

As a client myself since college, I (M. Ullas Hegde) have hands-on investment experience, assisting my uncle since school days. As a distributor, I have over 3 years of professional experience in mutual fund advisory.

Driven by Passion

Serving clients is our core passion. Our greatest motivation is helping people fulfill their financial aspirations with care, dedication and integrity.

Our Skills

If you are looking for the right financial product, you are at the right place. Starting from mutual funds to insurance and from real estate to other financial products, we have them all. You can select your financial investment products as per your requirements.

Mutual Funds85%
Equity and ETFs80%
NPS90%
Loan against MF95%
PMS95%
Insurance95%

Client Services 

We understand that merely having a rich product basket is not enough for our valued clients. What clients really need is a holistic platform for an entire family (or an organisation) to record, report & manage a comprehensive portfolio of holdings into multiple financial products. We are proud to offer the following highly acclaimed services to our clients.
Client Desk
The Client Desk is a premium offering for our clients which consolidates entire wealth/portfolio information, covering every major financial /non-financial product, for an entire family or an organisation.

OUR TEAM

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Mr. M. Ullas Hegde

Mr. M. Ullas Hegde – Proprietor of Suvita Investor Services and Partner at N. Venkatesh Shenoy & Co. He holds a B.Com degree, offers 17+ years of B2B business experience, and is a lifelong learner and friend to clients.

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R. Sanjeevi Pai

LLM, responsible for the Bangalore region
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Chaithra Sangondhi

MBA, handles operations across the business

© 2025 All Rights Reserved. Suvita Investor Services AMFI- Registered Mutual Fund Distributor.
(ARN:66456 Date of Initial Registration:_________& Current Validity:_________).

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