DATA FIRST
Our approach uses data and analytics as the basis for all recommendations
SUPERIOR ANALYTICS
We use the best-of-breed worksheets and calculators to arrive at the best possible financial plan
EMOTIONAL CONNECT
We connect with the individuals and create customized advice that work for them
So, how do I get started?
Client Testimonials
41M, Software Professional
Bangalore
I connected with Mr Srinivasan (from Srinivesh) for help and guidance for my financial portfolio.
I was amazed at the clearness of thought and how he explained in detail on the process and how he could help.
He has been very professional and all the plans/discussions are in written
format (easy to understand) and gives me a clear vision on where my
investments are headed.
format (easy to understand) and gives me a clear vision on where my
investments are headed.
He has helped me with a clear plan for my MFs, health and life insurance
queries and also has helped me chart my retirement plan.
queries and also has helped me chart my retirement plan.
Extremely happy with my decision to take help/guidance from Mr Srinivasan.
S, 36 M, Chartered Accountant
Chennai
Despite being a Chartered Accountant myself, I never had the time to analyse my own personal finances. I wanted to have a sounding board on my financial plans and thus chanced upon Mr Srinivasan's profile.
I have been investing in stocks and mutual funds for more than 15 years, but never was I as disciplined as I am now, thanks to Mr Srinivasan. There have been several interactions with him in the past 1 year where I have enriched my knowledge on a lot of topics. So he was more than a sounding board on this account!
I find his plan quite simple and straightforward with a capability to be modified by the user himself (even after the contract period). This makes one independent and to take control of changes in their personal / financial situation.
Quite happy that I made a decision to go with him.
Fee-Only Financial Planner and Investment Advisor
We offer fee-only financial planning and investment advisory services to discerning clients. Please schedule a free, no-obligation discussion with us to get started.
You can also read our blog to get familiar with our approach. It contains a short selection of articles that highlight different components of our approach.