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.