We provide expert financial solutions to attain financial freedom by diversifying the investments for long term growth, protecting the health and family’s financial security.
Our Financial Planning services provide personalized strategies and expert guidance to help you achieve your financial goals with confidence.
Our Mutual Funds offer diverse investment options with expert management, helping you grow your wealth while managing risk effectively.
Our Portfolio Management Services products offer expert-driven, high value strategies to clients for customised portfolio growth.
Tery Global Investments is a reputed organization in the market which empowers financial literacy by providing expert guidance to build long term wealth and financial security.
Partnering with the leading AMCs’ and Insurance organizations, we do strategic planning and exceptional decision making by diversifying the investments into different asset classes.
Our Portfolio
Years of Experience
No. of Clients
Crores Assets Under Management
Upholding the highest standards of honesty, transparency and ethical behaviour in all our interactions.
Keeping clients at the heart of what we do by listening, understanding and delivering tailored solutions.
Committed to provide exceptional service, expertise and results in all aspects of our work.
Embracing creativity & forward-thinking to deliver financial solutions that drive growth and success.
Safeguarding clients’ information with absolute privacy, discretion and integrity.
Implementing robust security measures to protect personal information.
We build long-term relationships based on reliability, accountability and mutual respect.
We care deeply about our clients’ well-being and strive to make a positive impact on their lives.
Working together as a team with our clients to achieve shared success and meaningful outcomes.
We promote financial strategies that ensure long-term growth & stability for our clients and their families.
“I had a great experience working with Tery. He has been very knowledgeable, patient, and proactive in managing my investments. His recommendations have consistently provided better returns, and I really appreciate his willingness to assist me even during extended hours whenever I had queries or needed support. His professionalism and dedication give me confidence that my financial goals are in the right hands.”
(PROJECT MANAGER – CANADA)
“I am very much impressed by Mr Tery’s holistic diversification strategy in balancing sectors, market sizes (Large, Mid, Small Cap), and investment styles (Growth/Value). This deliberate approach has clearly paid off by reducing concentration risk and giving my portfolio a stable return profile, particularly during volatile market periods."”
(QC LEAD – UAE)
“Tery is very friendly, patient, clear and helpful with explanations of new investment ideas. He's easy to communicate with and readily available for any questions at any point of time which makes it very comfortable to work with him.”
(SENIOR PROJECT MANAGER – GERMANY)
“I really appreciate the way Tery explains things clearly and takes the necessary time to understand my financial goals before suggesting any investments. He is knowledgeable and always updated about the market. Also, he spends more time to help me understand the basics of funds and stocks. Since we’ve known each other from college, it’s reassuring to have someone whom I trust handle my investments.”
(SENIOR SOLUTION DEVELOPER – SWEDEN)
“My wife and I started our investment journey through direct mode a few years back with our self-acquired knowledge about funds and market. But in the midst of daily routine life, we couldn't keep a regular check on our portfolio. Our portfolio got stagnated and couldn't grow as we wished. We stopped new investments and kept the existing funds as is without any progress. Once we started consulting Tery, we understood the value a fund manager brings in strategizing our portfolio. Since then, he has been a trusted partner in advising and managing our portfolio. When you consult Tery, he starts your investment journey with an explanation of the basics of money management across multiple investment opportunities. He then levels up with the details about Indian stock market and mutual funds. He explains every aspect of mutual funds and ensures you understand and get clarity of how and where your hard-earned money is invested. He makes you gain knowledge, builds confidence and helps you take informed decisions about investments. He promptly reaches out with periodic portfolio review and encourages to widen our investment scope. His enthusiasm and positive outlook on the market motivates you to keep investing for a long term. ”
(Project Manager – Chennai)
“I am pleased to see that all my investments have shown consistent and healthy growth. I sincerely thank Mr. Tery Thomas for his continuous monitoring, guidance, and dedicated support in managing our investments effectively. His professionalism, in-depth knowledge of the financial market, and prompt response to our queries have built great confidence in us. We truly appreciate his ability to explain market trends in a simple and clear manner. For our family, Mr. Tery has become not only just a mutual fund distributor, but also a trusted financial expert and well-wisher.”
M.Sc., M.Phil., Ph.D., (Associate Professor, JAMAL MOHAMED COLLEGE - TRICHY)
“Reliability, trust, dedication and care — that’s Mr. Tery’s hallmark of service. I take this opportunity to express my sincere appreciation for Mr. Tery for his laudable, prompt, and thoughtful services in the field of financial advisory and mutual fund distribution. He is distinguished by his remarkable reliability, accessibility, and deep professional commitment to clients. His ability to provide well-informed guidance, coupled with his courteous and timely assistance, makes him a trusted professional in his domain. His approach reflects integrity, transparency, and genuine concern for the client’s financial well-being qualities that set a true benchmark in professional service delivery. His promptness, thoughtful guidance, and unwavering professionalism have consistently exceeded expectations. What truly sets Mr. Tery apart is his reliability—a rare quality in today’s fast-paced financial landscape. Whether it's timely updates, strategic insights, or portfolio support, he remains a steadfast and trustworthy advisor. Equally commendable is his accessibility; clients can always count on him for clear communication and responsive assistance. His partnership with Prudent Corporate Advisory Services Ltd reflects a commitment to excellence and ethical practice. I am proud to be associated with such a dedicated professional. Mr. Tery Thomas’s professionalism, integrity, and personal touch in service make him someone I’d gladly recommend to anyone looking for sound financial advice. Kudos to him for his dedication, reliability and for being a pillar of trust and service in the financial community and exceptional client care! ”
M.A.(Eng), M.A.(Soc), M.A.D.E.(IGNOU), M.Ed., M.Phil., PGDHE, PGDTE(CIEFL), Ph.D, PDF(UK) (Retd. Sr. Prof – TRICHY)
“Even with market news everywhere, it’s hard to plan investments in a busy life. Tery took the time to ask about my 10-year goals and built a strategy aligned with them. His personalized approach brought clarity and structure. It’s been a valuable step toward long-term financial planning.”
(Founder, Dorustree Pvt Ltd - Trichy)
“Having invested for over a decade, I recently transitioned my portfolio under the expert guidance of Mr. Tery—and the difference was immediate and remarkable. His clear insights and strategic direction brought a new level of clarity to my investments, setting them on a visibly progressive path. What stands out most is his approachable and friendly demeanor, which creates a comfortable and trustworthy environment for investors. With Mr. Tery, financial planning feels not just efficient, but empowering.”
(CSR Manager, Chennai)
“Tery was extremely helpful, patient, and transparent throughout the entire process. He clearly explained each step, handled the setup smoothly, and made the experience very easy for me. Truly appreciate his support and excellent service.”
(Staff Engineer – USA)
“As my friends suggested, initially when I approached Mr. Tery for investment and wealth management advice, I took time as it was not easy for me to invest in one shot without knowing his prior experience. Although I was being sceptical about him, Mr. Tery did a phenomenal work and his thought process attracted me to invest immediately. He is a knowledgeable and easy approachable mutual fund distributor and i wish i should have met him five years before. As we doctors take care of your health, Mr. Tery takes care of your portfolio. So i personally recommend him to be your financial advisor.”
(M.B.B.S., DMRT., DNB (RT)., DrNB (MED ONCO)., PDCC (HEMATO - ONCOLOGY & BMT)., Consultant - Medical Oncologist., Punjab)
“I am thrilled to share my positive experience with Mr. Tery Thomas, who is not only a great friend but also an exceptional Mutual Fund Distributor. His efficiency in analyzing my financial needs and suggesting the right funds for my goals has been remarkable. He is always approachable and takes the time to address all of my financial questions with clarity and expertise. I am very much satisfied with his services and I’ve referred many of my family members and friends to him. I strongly recommend Tery Thomas to anyone who are looking for a knowledgeable and reliable Financial Advisor.”
(ASNT NDT Level III Engineer, Pune)
“Tery brings unparalleled and lightning-fast service to his clients. His exceptional dedication, expertise and affable approach in guiding investors towards financial success is remarkable!”
(B.Ed., M.Com., M.Phil., Teacher, Trichy)
“Tery Thomas has met my requirements and bettered my expectations of financial advising by skillful placement of my money. He made me understood about Mutual Funds and provides me periodical updates about the market conditions. Tery reviews my portfolio regularly and I am confident that my money is invested safely for long term goals.”
(ASNT NDT Level III Engineer, Kuwait)
“Even being an investor for the past 15 years, my fear about the volatility of market didn’t subside, until I met Tery. He explained about different scenarios of the market like Covid & Wars, how market fell down sharply and how eventually it bounces back to new all-time highs within short period. As a SIP investor, it changed my investment strategy and made me to invest in Lumpsum mode also. In this past 2 years, I have been traveling with Tery and I am very much satisfied with his scheme selection, portfolio diversification and his commitment to solve all my queries with clarity. I recommend everyone to choose Tery as your Mutual Fund Distributor and let him build your wealth exponentially.”
(Homemaker, Trichy)
“நாங்கள் சிறுக சிறுக சேர்த்த பணம் உங்கள் மூலம் எடுக்க எடுக்க குறையாத அட்சய பாத்திர மாய் பொங்கி வழிகிறது. சிறிது காலம் காத்து இருந்தால். பெரிய அளவில் பலன் பெறலாம்.”
(Businessman, Karaikudi)
“At this young age and as someone new to investing, I was looking for a trustworthy and reliable partner. Mr. Tery has met my expectations through his guidance and strategic planning. Now i am reaching towards my goals faster than I had anticipated and feel confident about my financial future.”
(Software Engineer, Trichy)
“ In my hectic work life, there is no time for investment planning. But Mr. Tery helped me to build my portfolio by giving proper guidance and service. He monitors my portfolio regularly and makes my investment journey a peaceful one.” ”
(DEWA Engineer, Dubai)
“With bank rates going down and inflation going up, I needed an alternative for my investments, but I had no clue how to proceed with mutual funds. Then I met Tery Thomas, who has enlightened and guided me to grow a big corpus. Now I've gained complete faith and would always recommend working with Tery.”
(Software Engineer, Chennai)
