Sridevi V – SEBI Registered Investment Adviser (RIA)

Sridevi V, provides comprehensive financial planning and investment advisory service, has her office located at Adyar, Chennai. With her, you have a financial advisor over the life cycle, right through and she ensures 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 clients to meet their 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.

She believes "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). Sridevi is a SEBI Registered Investment Adviser. She 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 cum Certified Financial Planner is that you can, undergo a predefined set of processes, get holistic advice, get to know about a wide range of financial instruments and get the big picture approach to your financial goals.

She specializes in Retirement Planning, Retirement Income Distribution, and Goal Based Investment Planning for individuals.

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