About Us

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Bharathi Srinivasan

I am Bharathi Srinivasan, a dedicated Financial Planner committed to helping individuals and families achieve their financial goals. With 12 + years of experience in the finance industry, I specialize in providing personalized financial planning and investment advice tailored to your unique needs and aspirations.

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Products

Endowment Plans

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Children Plans

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Pension Plans

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Money Back Plans

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Whole Life Plans

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ULIP Plans

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Term Assurance Plans

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Micro Insurance Plans

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Gallery

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Blog

World Savings Day : Why savings is necessary?
2023-10-30 Bharathi Srinivasan Blog Financial Planning

World Savings Day : Why savings is necessary?

Every Woman Deserves Financial Freedom
2023-03-09 Bharathi Srinivasan Blog Financial Planning

Every Woman Deserves Financial Freedom