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
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.
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
Empowering you with easy-to-understand financial advice
Financial Literacy
Custom plans for education funding, retirement savings, and more
Goal-Oriented Planning
Years of Experience
35
Profession & Education
CA
Registered Advisor
SEBI
Major Banks & Consultancies
4
Journey with an Expert for Transparent & Ethical Advice
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:
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Promise of assured returns
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Direct Equity recommendations
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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
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Tax planning – however, tax implications on my product suggestions will be advised
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Review of adequacy / shortfall of existing financial assets
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Identification of key risks
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Debt management
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Review of adequacy of insurance
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Identify clutter and optimize existing portfolio
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Asset allocation and specific assets required to achieve the goals
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Plan of action
Renewal of services from second year would cover:
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Portfolio review and updating asset allocation
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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:
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.