S R Srinivasan
Srinivasan is primarily a Do-It-Yourself (DIY) investor who has used independent, unbiased tools and articles 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
He has shared his approach with young and experienced investors..He plans to use this approach to build a fee-only financial advisory service at a suitable time.