Sridhar Nagarajan

Sridhar Nagarajan is a seasoned, fee-only financial planner and a SEBI Registered Investment Advisor with over 35 years of professional experience. As a Chartered Accountant by qualification, he brings deep financial expertise, discipline, and regulatory rigor to personal financial planning and wealth management. Sridhar’s advisory philosophy is rooted in simplicity, transparency, and suitability—helping individuals make confident financial decisions through structured, easy-to-understand strategies that align with their life goals.

Sridhar works as a long-term financial partner for clients across different life stages. His advisory services are designed for working professionals seeking clarity in investments, parents planning for children’s education or marriage, and individuals approaching or living in retirement who require steady, sustainable income solutions. He offers customized financial plans covering goal-based investing, retirement income planning, risk management, and cash flow alignment. His approach emphasizes conservative, well-thought-out planning that seeks to reduce the adverse impact of market volatility while steadily building long-term financial stability.

A strong advocate of financial literacy, Sridhar believes that informed clients make better financial decisions. He focuses on empowering individuals with clear insights into their finances, helping them understand risks, set realistic goals, and stay disciplined during market fluctuations. By combining risk-aware strategies with goal-oriented planning, he aims to provide clients with not just financial outcomes, but lasting peace of mind. Through his fee-only, conflict-free advisory model, Sridhar Nagarajan remains committed to acting solely in the best interests of his clients, guiding them toward financial security, confidence, and independence.