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.

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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