Sathyamoorthy N

Rupee Wise Investment Advisors was founded by Mr. N. Sathyamoorthy, who brings 21 years of experience in investments and financial management. He is a Certified Financial Planner® (CFP®) from FPSB Ltd, Denver, USA, and holds an MBA degree from the University of Madras. Additionally, he possesses a Post Graduate Diploma in Banking & Financial Services (PGDBFS) from Symbiosis University and is a SEBI Registered Investment Advisor (Registration No. INA200014353).

Mr. Sathyamoorthy has extensive experience in investment advisory roles with esteemed organizations such as Standard Chartered Bank, DBS Cholamandalam Distribution Ltd (a joint venture between Murugappa Group and DBS Bank), RBL Bank, and Fundsindia.com. His clientele has included high net worth individuals (HNI), small and mid-size enterprises (SME), public limited companies, and charitable organizations.

Passionate about providing financial planning and unbiased investment advisory services at an affordable price, Mr. Sathyamoorthy also strongly advocates for financial literacy as a means for individuals to achieve financial independence. His commitment to empowering clients with knowledge and strategic advice underscores the mission of Rupee Wise Investment Advisors.