We focus to build reliable long-term relationships which is mutually rewarding
Our parent company has been providing financial services since 1995
We are fee-based SEBI registered investment advisors (RIA) and financial planners
We are qualified Certified Financial Planners (CFP); which is a globally recognised highest professional qualification for planning Individual life cycle
We use latest tools & technology to track all your investments in real time
We tailor financial plans to suit your financial requirements and goals, based on your risk profile.
We follow asset allocation to optimize your returns by weaving a mix of financial products.
We evaluate potential risks you are exposed to and mitigate those risks.
We create retirement plans to help you achieve financial freedom at the earliest.
"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 IYERPlease let us know if you want to find us, want to leave a comment, or would like further information about Shreesidvin.