Sridhar Sattiraju | SS Works

About

A multi-city presence, trusted Wealth Specialist with over 28 years experience in Goal-based Investment Planning, Asset Allocation and Sophisticated advisory for UHNIs, Family Offices and HNIs. Now an Independent Financial Advisor working with a B2B platform called SIMPLY GROW TECHNOLOGIES.

Practice at a glance

28

Years of Experience

12

Families Served

₹85

Crores Managed

Practice Details

Min Monthly Investment: --

Min Lumpsum Investment: --

Nature of earnings:Fees

Mode of Meetings:Hybrid (Physical + Virtual)

Specialises working with:

Language Spoken:

Qualification Completed

CFP – Certified Financial Planner

Licenses Held

PFRDA Registered Retirement Adviser

SEBI Registered Investment Adviser

SEBI Registered Research Analyst

Education

Formal Education

BCom – Bachelor of Commerce

Industry Education

NISM X-A – Investment Adviser Level 1, NISM X-B – Investment Adviser Level 2

Can help you to

Plan Complete Finances

Children’s Goals

Organize Financials

Buy a Home

Invest for Goals

Plan Retirement

Save Taxes

Build Wealth

Make a Will / Trust

Can help you buy / invest in

Fixed Deposits & Bonds

Other Insurances

Health Insurance

Global Investing

Life Insurance

Mutual Funds

NPS & Govt Schemes

Stocks & Equity

Complimentary Services

Get any of the free services to experience working with Sridhar Sattiraju.

30 Minute Q&A — Ask Me Anything

Financial Goals Analysis

Financial Health Check-up

Organize Financial Info & Docs

Insurance Portfolio Review

Mutual Fund Portfolio Review

One Page Financial Blueprint

Stocks Portfolio Review

Retirement Readiness Check