Sridevi V

Ploutus Asset Services

Registered Investment Advisor

Service Location

Chennai

Professional Licenses

SEBI RIA

#INA000020800

Fee Based Fiduciary Financial Advisor

No commission-based products

This financial advisor operates on a hybrid structure, offering professional advisory services for a fee, while often providing integrated execution services that may involve separate distribution arms.

Contact Information

Address

No.7/13, Ground Floor, Baktavatsalam Nagar, 4th Street, Adyar, Chennai – 600020, India.

Website

https://financialplanners.co.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 offer independent investment products outside their platform. They do not provide guaranteed returns or fixed-income promises. They do not offer tax return preparation or legal document drafting. They do not provide daily market speculation or short-term trading strategies. Distribution arm products may involve separate compensation.

About Sridevi V

Sridevi is a SEBI-Registered Investment Adviser (since 2013) and a Certified Financial Planner (CFP®) with over 15 years of experience in comprehensive financial planning. An engineering graduate with a diploma in management, she brings analytical precision and holistic thinking to wealth advisory. Her passion for numbers and structured problem-solving enables her to design financial strategies that are both practical and goal-oriented, earning her long-term trust from clients.

Practicing as a financial planner since 2007, Sridevi has worked with families across diverse professions and industries, including IT, Oil & Gas, Auto, Pharma, FMCG, Media, Military Services, and academia. Her clientele spans major Indian cities—Chennai, Mumbai, Bangalore, Hyderabad—as well as NRIs from the UK, Europe, Singapore, and the Gulf. While she offers end-to-end financial planning, retirement planning remains her core area of specialization.

Beyond advisory, Sridevi is actively engaged in spreading financial literacy. She regularly conducts workshops for corporates and educational institutions, contributes articles to The Hindu Business Line, and shares her insights on Mint Genie. She is also an active member of the Financial Planners’ Guild of India (FPGI) and the Association of Registered Investment Advisers (ARIA). Outside of work, she enjoys reading and solving sudoku puzzles.

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