SEBI Registered Investment Advisor INA200013132
89797 00881

Fee-only Financial and Investment Planner

Advice that you can trust!
Conflict-free, Unbiased
Plans based on Data, not opinions


Our approach uses data and analytics as the basis for all recommendations


We use the best-of-breed worksheets and calculators to arrive at the best possible financial plan


We connect with the individuals and create customized plans that work for them

SriNivesh Advisors

Fee-Only Financial and Investment Planner

We are excited to offer our fee-only financial and investment planning services.  Please share your contact information with us to get started.  You can also read our blog to get familiar with our approach.

Contact Us

Client Testimonials

Don’t take our word for it – here’s what our clients say: