Satheesh Kannan

Satheesh Kannan is a SEBI-registered Investment Adviser who chose the fee-only financial planning path after recognizing a fundamental flaw in traditional advisory models—most advice is influenced by product commissions rather than client interests. This realization shaped his professional philosophy that financial advice must remain unbiased, ethical, and legally aligned with the client’s best interests. His work is driven by a commitment to keeping advice pure and free from conflicts.

He holds a Post-Graduate Diploma in Finance from MDI Gurgaon and is a globally certified CFP® practitioner. In 2019, he obtained his SEBI Registered Investment Adviser licence and formally transitioned into a fee-only advisory practice. Since then, he has advised over 130 families and professionals across India and overseas, delivering structured, goal-based financial planning tailored to individual life circumstances, without commissions or hidden incentives.

Satheesh focuses on helping clients achieve their life goals with clarity and confidence, ensuring that every recommendation is grounded in transparency and fiduciary responsibility. He is known for his client-first approach and his ability to communicate complex financial concepts with simplicity and empathy. He offers consultations in English, Hindi, Kannada, and Tamil, enabling him to connect meaningfully with a diverse client base.