SEBI Registered Investment Advisor INA200013132
89797 00881
info@srinivesh.in

Fee-only Financial and Investment Planner

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

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

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:

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