Your Financial Success is Our Priority
We are a financial company who make your stress free financial journey our primary goal. Our team partners with you to achieve your goals with products that align with each of your financial needs.
We are a financial company who make your stress free financial journey our primary goal. Our team partners with you to achieve your goals with products that align with each of your financial needs.
With over 25 years of distinguished experience in the financial services sector, Mr. Bikash Ranjan Pati stands as a seasoned expert in wealth management, investment planning, and succession strategies. At 52, he brings a rare blend of insight, foresight, and commitment that has shaped AVIS INVESTMENTS into a trusted name in financial guidance.
Mr. Pati is certified in Fintech and Risk Management in Banking and Financial Services from the prestigious IIM Visakhapatnam, demonstrating his forward-thinking approach in today’s digital financial era. He holds the designation of Chartered Inheritance and Succession Planner and GIFT City Investment Strategist from the American Academy of Financial Management India, along with a certification in Estate Planning from Nexgen Estate Planning Solutions, New Delhi.
His unwavering focus on client-centric solutions and long-term financial well-being has empowered countless individuals and families to navigate complex financial landscapes with confidence. Under his leadership, AVIS INVESTMENTS continues to deliver strategic, ethical, and customized financial solutions built on trust, knowledge, and integrity.p
Mr. Taswin Meher is a NISM-Certified professional in the Mutual Fund sector with over 15 years of experience in the financial services industry. His career spans across various private financial entities where he has developed deep expertise in mutual funds, government bonds, and stock markets. With a strong foundation in client-centric advisory and portfolio solutions, Mr. Meher is committed to helping individuals and families achieve their financial goals through disciplined planning and smart investment strategies. Known for his ethical approach and sharp market insights, he continues to build long-term value and trust in every relationship he nurtures.
Kulasekhar Barik is a seasoned professional with over 18 years of expertise in Legal and Estate Planning. He holds a Master’s degree in Economics (MA) and a Bachelor of Laws (LLB), combining economic insight with legal acumen to provide comprehensive financial advisory services.
With a strong foundation in both economics and law, Mr. Barik specializes in helping individuals and families navigate the complexities of estate planning, asset protection, and legal compliance. His advisory approach is rooted in integrity, precision, and a deep understanding of financial structures, ensuring that clients receive well-informed, tailored solutions that align with their long-term goals.
At 52, he brings not only extensive experience but also a client-centric philosophy that prioritizes clarity, confidentiality, and trust. Whether assisting with succession planning, inheritance matters, or the legal aspects of wealth management, Mr. Barik is committed to guiding clients with professionalism and care at every step.
