Arthagyan Financial Advisory - Chartered Madhura Apts
5/5
★
based on 8 reviews
Contact Arthagyan Financial Advisory
| Address : | B207, Chartered Madhura Apts, Karnataka 560061, India |
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| Postal code : | 560061 | ||||||||||||||
| Website : | http://www.arthagyan.com/ | ||||||||||||||
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krishnan sankaran on Google
★ ★ ★ ★ ★ Sriram delivers high quality services. He follows unbiased systematic approach. During market events which arelevant to my portfolio, he contacted me and advised on time. Thank you Sriram! Looking forward to a long term professional relationship.
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Kayathri K on Google
★ ★ ★ ★ ★ I went to Sriram sir of Arthagyan during a critical time of life, having lost my spouse recently, handling the finances was very difficult for me. I was unsure of the best options to invest for my retirement and my little daughter's future. I made bad investments due to bad advices.
But after I contacted Sriram sir, he gave me clear insights into my investment strategies and guided me towards better plans. Now, I feel confident towards the future of me and my daughter. Thank you Sir.
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Dheeraj Prabhu on Google
★ ★ ★ ★ ★ I wanted to get my financial planning in order and did my research on Fee Only advisors and Sriram's (Arthagyan Financial Advisory) name popped up. The Reason i chose Sriram was very simple - based on previous reviews he is rated very high on patience and goes in depth to explain various financial concepts and his financial recommendations which help you plan for and achieve your goals.
Sriram is very patient - in the sense he will listen to what you have to say and provide his inputs on those views and also explain a concept mutiple times if need be which is very helpful to someone who has just started financial planning. Any suggestions/recommendations that was provided was explained so that i may understand as to why something was recommended to be taken up/continued or discontinuted.
All the sessions i had were Informative and productive. Never have I felt that I havn't learnt anything cause with every session, I have come out with new knowledge that has further helped me in getting my basics right. And the most important thing, if there are any questions, you can quickly ping sriram and the response would be immediate, this really helps when you have really small questions that require quick answers
So far i am more than satisfied with services provided. Looking forward to future sessions so as to put my financial goals on the right track and keep reviewing it periodically for course correction or strategy change if required.
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ramaswamy a s on Google
★ ★ ★ ★ ★ While I was managing my personal finances, I realised I needed a professional guidance in many areas. I also read regarding paid financial advisory services and came across Arthagyan Financial Advisory services. I contacted Mr Sriram Jayaram regarding the same. It was a great experience from the start of the process to the end.
I had a great discussion with Mr Sriram who discussed every aspect of the plan in detail which helped me and my wife understand the same.
I have implemented his advise and have found the professional way in managing my personal finances.
I highly recommend Arthagyan Financial Advisory services.
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bhavishya lakhera on Google
★ ★ ★ ★ ★ I am fortunate enough to find diligent financial advisor who is very professional, thoughtful and humble in nature. He has always helped me in understanding correct perspective on issues pertaining my finances in very easy manner.
I have been reading a lot on all these issues for quite sometime but the kind of knowledge and expertise he has makes him really different from others. I have always felt positive after every interactive session I had with him in last one year. He is really down to earth, forthcoming, unbiased and a thorough professional. Apart from all this his genuine approach and concern for his clients is something which is praiseworthy. I would strongly recommend him as a person not only as a advisor but also as a friend who can navigate you in all your confusions related to your investments.
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Sahana Nagaraja on Google
★ ★ ★ ★ ★ We sought Sriram's help not knowing exactly what to expect but this has been one of the good decisions we have made. Beyond the gyan sessions, he took a holistic view of our goals and assets/liabilities and proposed a rather elegant plan that we feel comfortable executing. He brought out certain key elements that we would have missed if we had done the planning ourselves. Sriram has also been very professional and extremely pleasant to communicate with. He has certainly added structure to our goal based financial planning.
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Aditya Chintawar on Google
★ ★ ★ ★ ★ Sriram has given a me a very simple perspective of looking at financial planning. His ability to explain complex sounding concepts into simple analogies has been an eye opener. I would strongly recommend people to have atleast one session to rectify the super basic mistakes we all do.
His another quality is value driven advice, I think he only suggests those things/instruments which he would choose for himself from a value pov or basis your risk profile which speaks volumes about his work ethic & professionalism.
Work aside he comes across as a great person to talk to!!
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Paulami Das on Google
★ ★ ★ ★ ★ Sriram helped me with financial planning and I believe I've got on to a great start, thanks to him.
What I especially appreciate about Sriram was his calm and encouraging approach, his openness to my ideas and his patience with my numerous questions. The structured approach he provided was both easy to understand and implement .
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