Sridhar Financial Consulting and Planner

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Sridhar Financial Consulting and Planner

Tailored Financial Planning & Wealth Growth Strategies for Goal-Oriented Individuals and Families

Sridhar Nagarajan is a SEBI-registered, fee-only financial planner and Chartered Accountant with over 35 years of experience providing personalised financial planning and wealth management advisory services.

His practice focuses on helping clients achieve long-term financial stability, clarity, and confidence through goal-based planning rather than product selling. Sridhar’s services are ideal for individuals who are looking for unbiased, transparent advice that aligns with their life priorities and financial objectives.

Primary Client Segments Served:

• Working professionals who seek structured financial plans and investment guidance tailored to their income and risk tolerance.

• Parents and families planning for future milestones such as children’s education, marriage, or higher education funding.

• Pre-retirees and retirees aiming to design sustainable income strategies from accumulated savings for a secure retirement.

• Goal-focused investors who want a disciplined, long-term approach to asset allocation, risk management, and financial literacy support.

Sridhar’s advisory style suits clients who value ethical, unbiased guidance and are committed to participating actively in the financial planning process. His approach is built around clarity, conservative planning for market volatility, and personalised goal achievement strategies, making his services especially relevant for individuals and families seeking financial peace of mind.