Shree Sidvin Investment Advisors Pvt Ltd . a SEBI registered Investment Advisor,
A company promoted BY SHREE SIDVIN FINANCIAL SERVICES & INVESTMENT PVT LTD established in 1994.
SHREE SIDVIN FINANCIAL SERVICES & INVESTMENT PVT LTD has been successfully operating since inception. We offer the entire range of financial products and related services such as equity, mutual funds, and insurance, fixed deposits etc. Through our subsidiary SHREE SIDVIN INVESTMENT ADVISORS PVT LTD; we are now providing financial advisory, financial planning and monitoring services.
Mr. B. Srinivasan CFPCM and DIRECTOR, SHREE SIDVIN ,BANGALORE.
He is the promoter and Director of Shree Sidvin Group since 1994. He is passionate about financial markets and considers himself an eternal student in pursuit of financial knowledge.
He is a Bachelor of Law, which helps in logical and rational understanding of client’s needs when it comes to providing financial advice. He also has a Masters degree in commerce, which makes him astute with numbers.
His pursuit of knowledge-pushed him to gain professional qualifications and earned his CERTIFIED FINANCIAL PLANNERCM certification offered by Financial Planning Standards Board (FPSB), USA. He was in the first batch of the elite CFP certificate holder in India (2005). He believes in inclusive growth and was Founder President of the not for profit society “Council of Financial Planners” (COFP) along with other CFP’s in Bangalore. He also serves on the Board of FPSB India.
Mr. Gokul S, Investment Advisor
He is a Certified Financial Planner, a commerce graduate and AMFI certified SEBI registered investment advisor. He has over a decade’s experience in the Financial Services industry. He is a subject matter expert in the various financial and investment products. His experience in dealing with clients over the past decade has helped him understand client behavior, which helps in handling clients, while helping them with their financial needs and goals.
✓ To help clients achieve their financial goals and if possible dreams.
✓ To ensure that clients always get the best available option.
✓ To bring independent, objective advice and financial peace of mind to people from all walks of life.
We accomplish this through a comprehensive review of our clients’ investment objectives, combined with a conservative, long-term approach to investing, superior service and through PERSONAL relationship.
We believe a successful, long-term professional relationship is built on mutual trust, effective communication and a shared commitment to the financial planning process. Understanding individual concerns and financial goals is a critical element in this partnership with our clients.
Our comprehensive, personalized approach is aimed at enhancing the client’s quality of financial life. Our approach provides our clients the ability to spend their time and energy on the things that are most important to them, leaving their financial concerns for us to address.
We believe that an informed client is an integral part of the financial planning process.
"Over the years, with your advice, I have gravitated more and more towards steadier and less risky investments, in line with my advancing age. I recall with gratitude your efforts and guidance in this direction."Dr. A S AIYAR
"The advice they offer to their clients today is tailored to their specific requirements; it is never a 'one-size-fits all' formula. They believe that if their clients do well, they will automatically do well."Dr. VINOD VYASULU
"From the very beginning, a great deal of attention was paid to details in terms of the appropriate financial product mix that would be required to meet the goals defined, as well as constant monitoring of all the investments, with periodic reviews and changes in the financial portfolio to ensure maximization of value."Mr. BURJOR KOTHAWALLA
"Mr. Srinivasan meticulously worked, charted out best paths and advised on the financial planning side in my career advancement, plans on how best to address liabilities and multifaceted risks, asset building and consolidation, and lastly showing me the path to achieve my financial aspirations."Dr. PURANDAR CHAKRAVARTY
"I have never found him giving the impression that he is working for a commission though all those who are invested with SIDVIN gladly pay whatever he decides after the no entry load regime came into force."Mr. SRINIVASAN N IYER