SEBI REGISTERED
INVESTMENT ADVISOR

Do you worry about making the right decisions with your money? Empower Your Financial Future with SEBI-Registered Investment Advice. Get simple, personalized financial plans that prioritize your goals and risk tolerance.

Let's Talk

Juggling investments, savings and future worries?

As a SEBI Registered Investment Advisor, I can address your financial concerns and help you build a secure and stress-free future.

I work as a fiduciary, which means I put your needs first, always. No commissions or hidden fees, just personalized plans based on what matters to you. Together, we can create your definition of a "rich life" - one built on financial security and peace of mind.

Ready to take control? Contact me today!

SERVICES

Empower Your Financial Future with SEBI-Registered Investment Advice.

Investment Planning

All-in-one financial plan for your goals.

Retirement Planning

Plan your retirement based on your risk appetite.

Education Expense Planning

Plan your child's bright future.

Loan Management

Optimize spending, free cash flow, control finances.

About Me

Shruti S Bhatia

SEBI Registered Investment Advisor (SEBI Registration Number: INA000018939)

Many people find their personal finances overwhelming. That's where SEBI Registered Investment Advisors come in. Through clear communication and a customized plan, I help you navigate complex financial decisions and achieve your unique goals.

Financial security isn’t about chance. It is about strategy.