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 plans that work for them

Fee-Only Financial and Investment Planner

We  offer fee-only financial and investment planning 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.

Contact Us

Client Testimonials

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

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.
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.
Extremely happy with my decision to take help/guidance from Mr Srinivasan.

41M, Software Professional, Bangalore