top of page

Tailored Solutions
to Achieve Goals

Unlock Personalised Financial Planning & Wealth Growth Strategies

Navigate Your Financial Future

Start Now

A fee-only financial planner, registered with SEBI, (Investment Advisor INA000018027). I can be your guide in personal financial planning and wealth management. With my guidance, you'll receive tailored financial strategies to meet your specific needs. Whether it's planning for a specific goal like children’s education or marriage, or for drawing a steady and lasting income from your retirement savings my approach is straightforward and effective, making financial stability achievable.

I'm Sridhar Nagarajan

Gradient Background

Everyone's Financial Partner

Tailored Financial Solutions for Every Stage of Life

My financial advisory services are suitable for a wide range of individuals. If you're a working professional seeking investment advice, a parent planning for your child's education, or someone nearing retirement, my financial planning tools and strategies are designed to secure and enhance your financial future.

Start Now

Blueprint forFinancial Peace

Addressing Market Volatility with Conservative Planning

In today's volatile economy, a solid financial plan is your key to stability and peace of mind. Here’s how I can help:

Strategies that seek to minimize impact on your investments from market fluctuations

Risk Management

01

Empowering you with easy-to-understand financial advice

Financial Literacy

02

Custom plans for education funding, retirement savings, and more

Goal-Oriented Planning

03

Years of Experience

35

Profession & Education

CA

Registered Advisor

SEBI

Major Banks & Consultancies

4

Journey with an Expert for Transparent & Ethical Advice

Trusted FinancialAdvisor

Building Financial Confidence with Proven Expertise. As a trusted financial planner, I offer

Trust Earned

Decades of experience in financial markets

ExpertGuidance

Chartered Accountant and SEBI Registered Investment Advisor

Professional Qualifications

Committed to fee-only services, ensuring unbiased and client-focused advice

Client-Centric Approach

What I do not provide:

  • Promise of assured returns

  • Direct Equity recommendations

  • Implementation services – you have to do the implementation of the plan yourself, but I can advise on any issues that may arise in the process

  • Tax planning – however, tax implications on my product suggestions will be advised

  • Review of adequacy / shortfall of existing financial assets 

  • Identification of key risks 

  • Debt management

  • Review of adequacy of insurance

  • Identify clutter and optimize existing portfolio

  • Asset allocation and specific assets required to achieve the goals

  • Plan of action

​Renewal of services from second year would cover:

  • Portfolio review and updating asset allocation 

  • Review and advise on plan modifications, if required, arising out of changes in clients’ situation such as major job change, etc

Services involved in preparing a financial plan can include:

ServicesInvolved:

Note: My only income is the compensation from clients. I am not affiliated with and do not take any commissions / fees / incentives from any mutual fund or insurance company or bank

My fees for the first year would be ₹24,000. Renewal fees from second year would be ₹10,000.

FEE

Your Financial Stability Path Awaits

Step Onto The Road Towards Financial Stability

Take the first step towards financial stability. Connect with me for a personal consultation, and let's craft a financial plan that’s as unique as your goals. Together, we'll navigate the complexities of financial planning and set you on the path to financial peace of mind.

bottom of page