We provide comprehensive financial planning and investment advisory service. We are located at Adyar, Chennai. With us, you have a financial advisor over the life cycle, right through and we ensure you take the path designed to meet your goals.

"Financial Planning" is not a commodity that can be bought over a retail counter. It is an agreement between a client and a Financial Planner to undergo a pre-defined process over a medium to long period of time. The process is oriented towards enabling a client to meet his or her goals in life. In this world of product pushers, a need-based approach sometimes is forgotten or given least importance. Just talk to us or make a visit to get an idea of how this service will be of use to you.

We believe "Financial Planning" is the ideal way of advising clients. Financial Planning Industry in India is now regulated by SEBI. This could be best done by a Certified Financial Planner (CFPCM). We are registered with SEBI and licenced to provide investment advisory services to our clients. Our Principal Officer Sridevi V is holding a CFPCM certification since 2008, awarded by Financial Planning Standards Board (FPSB), India. The advantages of interacting with a SEBI Registered Investment Adviser is that you can, undergo a predefined set of processes, get holistic, unbiased advice, get to know about a wide range of financial instruments and get the big picture approach to your financial goals.

We specialize in Retirement Planning, Retirement Income Distribution, and Goal Based Investment Planning for individuals.

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