Mr. Santosh Ishwar Revanaki
Founder & Director
Leads the strategic vision, business growth and client-centred financial planning of the practice, with a focus on building long-term wealth for the families it looks after.
About SIR Financial Services Pvt. Ltd.
Our journey. Your trust. Our commitment.
SIR Financial Services Pvt. Ltd. began in January 2020 in Hubballi, Karnataka, and became SIR Financial Services Private Limited in 2026. It guides investors across India and in seventeen countries.
Since 2020Hubballi, Karnataka1,200+investors guided17+countriesARN-357446AMFI-registeredPrivate Limitedsince 2026
The team
The people behind the practice.
A small practice by design. You speak to the person who knows your file, not to whoever answers the queue — and everyone who keeps this office running is on this page.
Shilpa Santosh Revanaki
Director
Supports strategic decision-making, business operations, team development and client service, while contributing to the sustainable growth and long-term vision of the firm.
RadhaKumari Chowhan
Operations Manager
Manages client relationships, coordinates service requirements and ensures timely support and a positive client experience through steady communication and follow-up.
Anusha Vawalkar
Digital Marketing Manager
Leads digital marketing, brand communication, content and online engagement, strengthening visibility and supporting the growth of the practice.
Inside our new office
A bigger office for a growing practice.
Six years after it began in Hubballi, SIR Financial Services Pvt. Ltd. has moved to a new office. It has room for more families and a bigger team.
Our new office
A bigger office for a growing practice.
Six years after it began in Hubballi, SIR Financial Services Pvt. Ltd. has moved to a new office. It has room for more families and a bigger team.
We grew because families stayed.
Visit the office
A warm welcome
Every visit starts with a friendly face.
A calm, comfortable place where you can sit down and talk about your money without feeling rushed.
Good money talks start when you feel at ease.
Consultation room
A quiet room for important conversations.
Planning your family’s future needs time and privacy. Here we sit with you, understand your goals and plan the next steps together.
Big decisions need time, not hurry.
Book a planning meeting
Our founder
The same belief, in a bigger office.
Mr. Santosh Ishwar Revanaki started with one simple belief: every family deserves clear financial guidance. The new office is built around that belief.
Every family deserves plain guidance, not jargon.
Meet the founder
Front desk
Help is close at hand.
Our service team works from this desk, just inside the door. It is the first place to come with a question about your account or your paperwork.
Small questions deserve quick answers.
Awards and certificates
Years of work, up on the wall.
The trophies and certificates in this room record the exams passed and the recognition earned since 2020. You are welcome to take a closer look when you visit.
Trust is earned one family at a time.
Visit the office
What we believe
Our belief is on the wall.
The first thing you read when you walk in is what we tell every family: know your goals and choose your guide with care.
“The future belongs to those who believe in their financial goals and follow the right guidance.”
Our journey
From financial awareness to professional guidance.
SIR Financial Services Private Limited began with a simple belief — that every individual and family deserves access to financial knowledge, clarity and professional guidance to make informed decisions.
In January 2020, Mr. Santosh Ishwar Revanaki cleared the NISM Series V-A Mutual Fund Distributors Certification and turned a passion for personal finance into a professional practice.
What began as financial awareness among his own family and close circle has grown into a professional financial-services organisation serving investors across India and abroad.
Our growth journey
From one person’s practice to a private limited company.
Four milestones in six years. Each step made the business stronger and more structured for the families it serves.
- 2020
The beginning
AMFI-registered distributor
Mr. Santosh Ishwar Revanaki cleared the NISM Series V-A certification and began practising as an AMFI-registered mutual fund distributor, laying the foundation for SIR Financial Services Pvt. Ltd.
- 2022
Building a formal business
Proprietorship
Registered as a proprietorship firm, creating a structured platform to serve investors with greater consistency and professionalism.
- 2024
Expanding the organisation
Partnership firm
As the practice grew, it transitioned into a partnership firm, strengthening its structure and its ability to serve a widening investor base.
- 2026Today
Entering the corporate era
Private Limited
SIR Financial Services Pvt. Ltd. entered the corporate world as SIR FINANCIAL SERVICES PRIVATE LIMITED — more than a change of structure: a commitment to building a professional, scalable and transparent organisation.
From one family to a community
The journey started at home.
Mr. Santosh began by building financial literacy within his own family and among close friends — encouraging people to understand Saving, Investing, Protection and Long-term Planning. Over time that philosophy travelled well beyond the immediate circle.
1,200+Investors
Across different parts of India, from a practice run out of one office in Hubballi.
17+Countries
Serving investors with global footprints, a good number of them non-resident Indians.
Growth has been driven by relationships, trust and referrals rather than by numbers. Every investor represents a financial journey, a family and a set of responsibilities, and each relationship is treated with the importance it deserves.
Investor-first philosophy
The investor comes first.
What professional financial guidance should be.
Transparent
Investors deserve clear communication about the products, processes, risks and expectations attached to their financial decisions.
Simple & clear
Financial concepts can appear complicated. The objective is to simplify the discussion so investors understand their decisions with greater confidence.
Practical
Planning should be aligned with real circumstances, financial capacity, goals, responsibilities and time horizons — not with market trends.
Ethical
A strong emphasis on professional ethics, integrity and responsible conduct in every investor interaction.
Goal-oriented
Investments should have a purpose. The focus is connecting financial decisions to meaningful life goals.
Our vision
Financial literacy as a right, not a privilege.
“To enable, encourage and empower individuals and families with financial literacy and professional guidance to achieve their life’s financial goals.”
The ambition is to help investors move beyond simply investing money towards planning their money with purpose. Financial success is not only about how much you earn or invest.
- Understanding
- Financial Guidance
- Planning
- Investing
- Protecting
- Staying disciplined
- Achieving goals
What we aspire to build
More than a financial-services company.
A trusted financial partnership, where investors feel comfortable asking questions, discussing their priorities, understanding risks and making informed decisions. The long-term aim is to be a professionally managed organisation recognised for:
- Trust
- Ethics
- Transparency
- Professionalism
- Investor education
- Long-term relationships
Our commitment
Investor first. Always.
As the firm enters the next phase of its corporate journey, the commitment is unchanged: financial literacy, responsible guidance, transparent communication and long-term investor relationships, while continuously improving systems, processes and professional capability.
Because our growth is meaningful only when our investors grow with us.
“We don’t measure our journey only by how far we have travelled. We measure it by how many lives we have helped move closer to their financial goals.”
Our belief · SIR Financial Services Private Limited
Your goals. Your future. Our commitment.
Credentials
What we are registered to do.
Four registrations, grouped by what each one lets us do for you. Every number is the registered value — tap Copy to take it with you when you check it with the regulator.
AMFI
Mutual fund distribution
Registered with the Association of Mutual Funds in India to distribute mutual funds.
- AMFI registration (ARN)
ARN-357446
IRDAI
Life insurance
Licensed by the Insurance Regulatory and Development Authority of India to place life cover with two insurers.
- Mr. Santosh Ishwar Revanaki · ICICI Prudential Life
ICI01407069- Shilpa Santosh Revanaki · TATA AIA Life
TATAAIA5754823
MCA
The company
SIR Financial Services Private Limited, a private limited company registered in Karnataka with the Ministry of Corporate Affairs.
- Corporate identity number (CIN)
U70200KA2025PTC207887
NISM · Network FP
Professional qualifications
The certifications behind the advice: the national exam for mutual fund distributors, and a personal finance professional qualification.
- NISM certification · Mutual fund distributors
Series V-A- QPFP® certification · Mr. Santosh Ishwar Revanaki
8578
Recognitions
Recognised by the industry.
Over twenty recognitions from fund houses and industry bodies. The investor awareness sessions that sit alongside them are on the founder’s page.
Testimonials
Hear from Our Families
See what families say about planning with SIR, in their own words on Google.
Reviews from our Google Business Profile, trimmed only for length. Read them all(opens in a new tab)
The person behind the practice, and what his certification took, is on the founder page.
Come and meet us — in Hubballi or online.
Marvel Ecron, Unit No. 322, 3rd Floor, Gokul Road, Hubballi 580030, Karnataka, India. Monday to Friday, 10am–5pm IST.
We never hold your money. Payments go straight to the fund house.