“ Wisdom is the synthesis of knowledge and experience in to insights “
Sridevi, based out of Chennai, is an Investment Adviser registered with SEBI since 2013. Sridevi is an Engineering Graduate, holding a Diploma in Management and a Certified Financial Planner (CFPCM) since 2008. Her passion towards numbers makes her adept at drafting financial plans with the precision displayed by an engineer. Her clients have cherished the experience of interacting with her & appreciate the holistic way in which she comes up with solutions. She conducts financial planning awareness workshops regularly in various companies and educational institutions.
A Practicing Financial Planner since 2007-08, Comprehensive financial planning is her core area of work and interest. She enjoys working with many families with diverse cultures. Clientele includes people from varied industries like Oil and Gas , IT, Auto Ancillaries, Military Services , Engineering, Pharma, FMCG, Media, Management, Advertising and so on and professionals like Doctors, Professors, Chartered Accountants, Teachers to name a few. Servicing clients from Chennai, Mumbai, Bangalore, Hyderabad and NRIs from UK, Rest of Europe, Singapore, and Gulf countries. She specializes in Retirement planning.
An avid reader, she contributes articles to The Hindu Business line, and shares her views in Mint Genie time and again. She conducts Financial Planning sessions in Corporates. Solving sudoku puzzles is her favorite pastime. She is an active member of The Financial Planners' Guild of India and part of the core team that spreads awareness about financial planning and also a member of The Association of Registered Investment Advisers, India (ARIA).