Our planner Sreekant is among the few CERTIFIED FINANCIAL PLANNER^CM designation holders in India. This designation is very well established in the developed countries and recognized to be among the highest and most prestigious in the field of personal finance globally.

His professional role is to help clients improve their family’s financial status and well being by getting the best out of their hard earned money.

He is qualified in various personal finance aspects like investments, insurance, tax planning, retirement planning, debt management etc.

He is well experienced in the field of investments with exposure to varied financial products and circumstances.

He has a very good understanding of the financial world and also writes articles for the print media, mutual funds, insurance companies, banks and other financial institutions. You can read some of his articles here…

Sreekant’s core beliefs

With proper financial planning and execution, it is possible to achieve much more in life than what initially seems achievable. We only need to make money work for us.

Improving our financial knowledge helps us make informed, convinced and confident decisions apart from enabling us to avoid the big mistakes.

Each and every financial decision or action we make should ultimately work towards improving our family’s financial status.

We can greatly improve our financial well-being and simplify life by following simple but powerful principles of money management.

Each person has unique circumstances. Understanding the same is important to guiding him towards appropriate financial decisions.

Good financial guidance should be available to everyone. Not only to the super rich, living in the big cities.

Good financial guidance need not be complicated. It should be simple and practical for anyone to understand and follow easily.

“His dream is to help, as many people as possible, achieve financial well-being through his competent but affordable service”.