Challa Surendra S

Wealth Manager

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Your trusted partner in wealth management, investment planning, and financial growth. With over two decades of experience, we specialize in portfolio construction, asset allocation, and risk management to help you achieve your financial goals.

With over 20 years of experience in the financial industry, I have worked with renowned institutions like Karvy Stock Broking, Indiabulls Financial Services, IFCI Financial Services, and Motilal Oswal Financial Services Ltd. My last role as the South Regional Head for Investment Products at Motilal Oswal allowed me to conduct numerous investor education sessions.

My passion for wealth management led me to establish Money Maze Financial Services, a boutique firm offering customized financial solutions. My core values revolve around trust, transparency, and a client-first approach.

Wealth Management

Tailored financial planning strategies

Equities

Direct stock investments with expert guidance

Portfolio Management Services (PMS)

Professional investment management

Mutual Funds

Diversified investment options for every risk appetite

Private Equity

Exclusive investment opportunities for high-net-worth investors

Insurance

Secure your future with life & health insurance plans

Bonds

Fixed-income securities for stable returns

Corporate FDs

High-yield fixed deposit options for investors

AIFs - Alternate Investment Funds

exclusive investment opportunities beyond traditional asset classes

Nitish Kannantha

One of the best Wealth Managers in Bangalore. I have been taking the services from Challa Surendra from Money Maze Financial Services. I recommend the services to everyone. Surendra is very good Consultant and his services are amazing. Thank you money Maze for making me invest in right place and build my portfolio.

Dr.Arjun VR

An excellent advisor in wealth management. Know how your money can grow efficiently, meet Mr. Challa. Full knowledgeable person. The best in the field according to me.

Sri Kichaa

First I would thank Mr surendra sir . The positive point he told regarding trading and it's profits clearly and thoroughly before investment. And guiding me in this new source of future income.

Murali C

Very good and friendly app. Able to do all my operations in a single login. No need to search. User friendly app.

Vijaykumar Sathyanarayana

Service with a personal touch.. Thanks team

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