Srinivas Jha

I am an ex-banker who began my independent journey in 2015 with a clear purpose: to help clients make confident and well-informed financial decisions that support long-term independence and overall well-being. Prior to this, I worked with leading financial institutions including ICICI Direct, YES Bank, and IndusInd Bank, where I catered to high-net-worth individuals and gained extensive experience in understanding complex financial needs. My time in banking shaped my belief in clarity, transparency, and a client-first approach. Since transitioning to independent practice, I have worked with a considerable number of clients across salaried professionals, corporate executives, business owners, and HNI families. Much of this growth has been organic, driven by long-standing relationships, referrals, and trust built over time. I believe financial progress is not just about growth, but about consistency, peace of mind, and aligning financial decisions with life and business goals. My focus