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 recognize that it is ‘personal finance’ and create plans that work for the individual
Latest News
We are furiously working towards launching our advisory service. In the meanwhile we invite you to take a look at our blog – it gives a glimpse of our approach.
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Contact us
info@srinivesh.in
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