Who we are

Passionate about Personal Finance

SriNivesh Advisors, founded by S R Srinivasan, CFPCM, is a SEBI Registered Investment Advisor – RIA INA200013132.

Srinivasan is primarily a Do-It-Yourself (DIY) investor who has used independent, unbiased tools and approaches to manage his financial plan. The primary pillars of his approach are:

  • Have a clear vision of your financial life
  • Have SMART goals aligned to the vision
  • Develop a feasible plan to achieve those goals
  • Implement the plan based on data and without biased advice

The services offered by SriNivesh Advisors draw upon the rich experience and skills of Srinivasan. His personal journey has been described in this post: Journey to Financial Freedom

What we do

Advice based on Data, not Opinions!

We provide wholistic financial planning and investment planning services for individuals and HUFs. We offer a range of service plans tailored for various needs. Our planning and advice is customized and individualized.

We strive to be the trusted advisor for each of our clients and enable them to achieve their financial goals. We do this by basing our unbiased advice on data and analysis. We provide this service at an affordable price. Please see  'Plans and  Fees' page for a description of our services.

Talk to us for a no-obligation, no-cost discussion on your financial requirements. You can write to us, or book a discussion, using this  simple form.

We act as fiduciaries and work only in our clients' interest. Our advisory practice follows the letter and spirit of relevant SEBI regulations. You can find more such people in the Fee-Only India site.