Ramakrishnan M - Wellfare Investment Advisors
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Ramakrishnan M

Wellfare Investment Advisors

Financial Advisor

Service Location
Erode
Professional Licenses
SEBI RIA
#INA000018683
Fee Only Fiduciary Financial Advisor
No commission-based products

This financial advisor operates on a fixed fee-only basis, ensuring their recommendations are strictly aligned with your best interests without conflict of interest from commissions or asset accumulation.

Contact Information

Address
1st Floor, 65/85, Sathy Main Road, Karattadipalayam, (Opp Bank of India), Gobichettipalayam – 638453, Erode District, Tamil Nadu.
Website
https://mywellfare.com/

Client Focus & Services

Best suited for

Individuals and families seeking comprehensive financial planning guidance. Clients looking for help with investment decisions, retirement planning, tax optimization, and wealth accumulation strategies. Ideal for those at any life stage who want professional advice managing their financial future.

Problems solved

Lack of clear financial direction, uncertain investment strategy, inadequate retirement savings, inefficient tax planning, uncoordinated financial decisions, difficulty setting and achieving financial goals, confusion about insurance needs, optimizing portfolio allocations.

What this advisor does NOT do

This advisor does not sell insurance products, mutual funds, or any commission-based financial products. They do not accept referral fees from third parties. They do not provide daily stock trading recommendations or speculative investment advice. They do not offer tax return preparation, legal drafting, or actuarial services.

About Ramakrishnan M

Ramakrishnan M, an alumnus of the Indian Institute of Management Indore's PGP Batch of 2015, brings over a decade of professional experience in customer relationships and the financial sector. In December 2023, he became a SEBI-Registered Investment Adviser (RIA), building upon a strong foundation of prior corporate career associations.

He is the founder of Wellfare Investment Advisors, an organization dedicated to empowering individuals to make prudent investment decisions and achieve their objectives through a proven, methodical approach. The firm recognizes that today's financial markets are often flooded with complicated products designed more for the benefit of intermediaries than the investors themselves, which can exploit investor impulses and lead to unsuitable investments, anxiety, and financial losses.

To navigate these industry challenges, Wellfare Investment Advisors helps clients organize their finances and develop robust strategies to accomplish their specific financial goals and lifestyle aspirations. The firm strives to serve as a reliable, trusted financial planning partner that investors can depend on for guidance through every phase of their lives.
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