Who we are
Passionate about Personal Finance
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 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.