It all started over 20 years ago in Hubballi, Karnataka, with a simple belief: that good financial guidance can change lives. At EstaFin Investments, we didn’t just set out to build a financial firm. We set out to build trust. Over the years, we've walked alongside individuals, families, and business owners, helping them make sense of money, plan for the future, and move one step closer to their dreams.
In the last two decades, we have understood that everybody’s financial journey is unique. And we’re here to help you write yours with clarity, care, and confidence.
As an AMFI-registered mutual fund distributor and an IRDAI-certified advisor for insurance, we’ve had the privilege of serving over 1200 investors with structured, goal-based plans. But we are not just about numbers and charts. What matters to us is real people with real aspirations. It’s about listening, understanding, and growing together.
In the last two decades, we have understood that everybody’s financial journey is unique. And we’re here to help you write yours with clarity, care, and confidence.
We explain financial products in plain words so you understand with ease.
Every product and strategy is tailored to your life stage, needs, and goals.
We match your plan to your comfort with risk, goals, and timeline.
With reviews and ongoing support, we guide you through every stage of wealth.
Your personal and financial data is handled with strict confidentiality.
Our strength lies in our team, each bringing a unique set of skills and a shared commitment to your financial success. maintaining long-term relationship.
Prakash is a seasoned trainer known for his impactful sessions on soft skills and financial selling: mutual funds and insurance.
He holds NISM certification in Mutual Fund Distribution, Securities Markets, and Portfolio Management Services. And IRDAI certification in Life, Health, and General Insurance.
His expertise spans areas of financial services, which enables him to guide investors with insight to thrive in this ever-evolving financial landscape. His authority in the field is further highlighted by his appearances as a featured expert on the Radio. Notable episodes include Mutual Funds on Akashvani Radio, Bhadravathi (Feb 2017), Cashless Payments on All India Radio, Dharwad (Mar 2017), and Goal-Based Financial Planning on Red FM 93.5 (July 2023).
What sets Prakash apart is that he brilliantly balances across diverse roles—guiding investors, mentoring students and spearheading strategic business development. Plus, he invests time to nurture future talent, serving as the in-charge of Student and Faculty Development at Jain AGM Ayurveda Medical College and Hospital, Varur,Hubballi.
Rajeshwari believes that true empowerment is a blend of financial independence and personal well-being. Guided by this belief, since 2003, she has been helping people from all walks of life make smart, small savings decisions. She is passionate about helping women take charge of their financial lives confidently.
She holds a NISM certification in Mutual Fund Distribution (NISM) and an IRDAI certification in Life, Health, and General Insurance (IRDAI). Since 2006, she has also been a dedicated practitioner and trainer of Yoga and Meditation.
At EstaFin, she brings this holistic outlook into her teaching, blending financial coaching with mindfulness and wellness.
Omkar P. Yalavatti is a driven financial advisor known for his sharp acumen and unwavering ethics. He holds NISM certification in Mutual Fund Distribution and Portfolio Management Service and an IRDAI certification in Life, Health, and General Insurance.
On June 16, 2019, he became the youngest to clear the NISM Series V-A: Mutual Fund Distributor exam.
Further, in March 2025, the AMFI awarded him under the “Partners in Excellence - Mumbai” initiative, celebrating his achievement in the 2023–24 Net Sales - Long Term Debt category.
Omkar brings clarity, care, and commitment to every conversation and transaction, whether it is working with first-time investors or seasoned clients.