S R Srinivasan

SriNivesh Advisors

Registered Investment Advisor

Service Location

Bengaluru

Professional Licenses

FPSB

#IN151847

SEBI RIA

#INA200013132

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

319, 18th G Main Rd, 6th Block, Koramangala, Bengaluru, Karnataka 560095.

Website

https://srinivesh.in/

Client Focus & Services

Best suited for

Investors seeking fiduciary advice with legal obligation to act in their best interests. High-net-worth individuals, families, and institutions looking for comprehensive wealth management, portfolio construction, and ongoing investment guidance under strict regulatory oversight.

Problems solved

Portfolio underperformance, lack of investment strategy, regulatory compliance concerns, fiduciary duty assurance, complex portfolio management, succession planning, risk management, systematic rebalancing, performance evaluation, tax-efficient investing.

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 S R Srinivasan

Srinivasan stands as a staunch advocate of the Do-It-Yourself (DIY) philosophy, a proactive investor who has harnessed independent and impartial tools and methodologies to steer his own financial trajectory. His approach revolves around several core tenets that underpin his financial philosophy:

First and foremost, he believes in maintaining a crystal-clear vision of one's financial life, aligning every endeavor and aspiration with this overarching vision. This clarity serves as the North Star guiding all financial decisions.
Furthermore, Srinivasan underscores the significance of establishing SMART (Specific, Measurable, Achievable, Relevant, and Time-bound) goals meticulously synchronized with the broader life vision. These SMART goals create a concrete roadmap toward financial fulfillment.
With goals in place, he places great emphasis on formulating a pragmatic and achievable plan to translate those objectives into tangible realities. This plan acts as the blueprint, dictating every financial move.

Crucially, Srinivasan is unwavering in his commitment to making data-driven decisions, eschewing the influence of biased advice. His approach hinges on a foundation of objective information, ensuring that all financial choices are rooted in reliable insights.

At SriNivesh Advisors, the services offered are a direct reflection of Srinivasan's extensive experience and his arsenal of skills. Clients can expect a holistic approach to financial planning that draws upon the rich wisdom he has garnered over the years. Srinivasan is dedicated to empowering individuals with the knowledge and tools necessary to take control of their financial destinies, providing guidance and solutions aligned with his unwavering DIY philosophy.

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