Sriram Jayaraman - Arthagyan Financial Adviser
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Sriram Jayaraman

Arthagyan Financial Adviser

Registered Investment Advisor

Service Location
Bengaluru
Professional Licenses
SEBI RIA
#INA200011976
Fee Only Fiduciary Financial Advisor
No commission-based products

This financial advisor operates on a fixed fee-only basis, ensuring their recommendations are strictly aligned with your best interests without conflict of interest from commissions or asset accumulation.

Contact Information

Address
B207, Chartered Madhura Apts, Uttarahalli Main Road, Bengaluru 560061.

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 sell insurance products, mutual funds, or any commission-based financial products. They do not accept referral fees from third parties. They do not provide daily stock trading recommendations or speculative investment advice. They do not offer tax return preparation, legal drafting, or actuarial services.

About Sriram Jayaraman

Sriram Jayaraman is a SEBI registered investment adviser bearing the registration number INA200011976. Holding an MBA from Heriot-Watt University, Edinburgh, he brings over 27 years of experience from esteemed IT companies in India, the United States, and Europe. His journey as an investor in direct equity and mutual funds spans over two decades.

His primary mission as a financial adviser is to offer clients reliable, objective, and actionable advice at a fair fee. He is committed to never recommending any product to clients in exchange for commissions, whether upfront or on a trailing basis. In the spirit of transparency, he pledges to inform clients in the event of any potential conflict of interest and ensure that their best interests always take precedence.

The name "Arthagyan" holds special significance in his journey. When selecting a name for his website, he aimed to choose a Sanskrit name. "Artha," which means finance in Sanskrit, and "Gyan," which signifies knowledge, came together to form the perfect fit. His motto revolves around disseminating financial knowledge, making "Arthagyan" the ideal representation of his website's core mission.

Sriram Jayaraman is dedicated to serving as your trusted financial adviser, providing expertise, insights, and guidance that prioritize your financial well-being and future success.

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