Satish Rajan N
Helping investors make informed, ethical, and goal-driven financial decisions through decades of professional expertise and SEBI-registered advisory.
Explore SEBI-registered investment advisors who specialize in NRI portfolio management, mutual funds, and India investment planning. Grow your wealth in India with professional guidance tailored for returning NRIs.
Helping investors make informed, ethical, and goal-driven financial decisions through decades of professional expertise and SEBI-registered advisory.
At the core of our practice is a transparent, fee-only pricing model. This ensures that our compensation comes solely from the client, eliminating conflicts of interest and allowing us to provide unbiased, client-centric advice at all times. Our fees are determined by the complexity of your financial situation, the scope of planning required, and the level of support needed for successful implementation.
Renu Maheshwari is the first individual SEBI Registered Investment Adviser (INA200000589) in Tamil Nadu and is a leading practitioner of holistic financial planning and portfolio management. An MBA (Finance), Certified Financial Planner (CFPCM), CPFA, and CFA Level I, she brings over 25 years of experience across the financial services industry. She co-founded Finscholarz in 2012 to promote fee-only, fiduciary advisory practices focused on investor interest.
Our mission is to democratise financial planning by making unbiased, high-quality investment advice accessible to everyone. We believe that one of the biggest barriers preventing individuals from building wealth is the lack of professional, conflict-free guidance. Without reliable advice, investors often struggle to plan effectively, choose the right products, or stay on track to achieve their long-term financial goals.
At Quinstinct, we partner closely with a carefully selected group of clients, offering deeply personalized portfolio strategies built on data-driven investment insights. By working with a limited set of high-net-worth individuals, we ensure each client receives the focus, attention, and customization that their wealth deserves.
Founded in 2014, PurplePond has rapidly grown into a trusted and respected name in the financial planning industry. Over the years, our commitment to excellence, integrity, and client-first service has earned us several prestigious recognitions, including: âBest Performing Individual Financial Advisor (South)â â CNBC TV18 âSanjeevani Impact Awardâ â Axis Mutual Fund & Cafemutual at the Sanjeevani MFD Awards And multiple other accolades celebrating our impact and professionalism
Sekhi Capital is a boutique financial consultancy firm based in Chennai, India, offering specialized expertise in financial planning, investment planning, and portfolio management. We cater to a diverse clientele â from salaried individuals to business owners â providing structured, research-backed guidance to help them build, manage, and grow their wealth with confidence.
Investing is a lot like running a marathon. Your objective is to finish the race â and, if youâve set a time goal, to finish within that time. Youâre not racing against others; youâre working toward a goal that youâve set for yourself. Nothing more. Nothing less.
Manthan Research and Advisory is a boutique investment advisory firm based in Chennai, founded in 2016 by Bharat Jain, a SEBI-Registered Investment Adviser (RIA No. INA200005109).
Anirudh Krishna brings over 13 years of experience in the financial services industry. A graduate of the London School of Economics, he began his career at a growing financial services firm, where he built and managed a client base of over 300.
Mr. Sivakumar Pullot holds a postgraduate degree in Finance from NMIMS, Mumbai, and brings over two decades of leadership experience across leading financial institutions, including senior roles at ICICI Bank Ltd. As a SEBI-registered Investment Adviser and the firmâs Principal Officer, he is dedicated to maintaining the highest standards of regulatory compliance, ethical conduct, and governance excellence.
A SEBI Registered Investment Advisor (INA100008638) and Fee-Only firm based in Delhi. They specialize in providing comprehensive, unbiased financial planning and investment advisory services to individuals, families, and NRIs