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.

My approach is centred around building long-term relationships based on trust, integrity, and transparency. Whether you're planning for retirement, saving for your children's education, or navigating through life's unexpected twists, I'm here to offer guidance and support every step of the way.

As your Financial Advisor, I'm dedicated to providing clear, actionable advice and ongoing support to help you navigate through your finances with confidence and peace of mind.

Mission - Lack of Proper planning and saving is the root cause of Financial distress.

We strive to provide our clients a detailed and systematic Financial plan for a happy and secured future.