Welcome to Arthagyan
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Honest, transparent, reliable Investment advice
Fee-only Financial planning and Investment advice
Welcome to my Website!
I am Sriram Jayaraman
I like to coach my clients on correcting their financial lives. I help my clients to understand the importance of long term investing. If you are looking to learn how to invest prudently for the long term, then you have reached the right place. You could be financially literate or a novice. That does not matter. You can learn prudent investing. My objective is to make my clients capable DIY investors.
Experience as SEBI RIA: 5 years
I offer goal-based financial planning. The financial planning process takes a month and includes 4 meetings. At the end the four meetings, your financial plan will be ready with a set of action items to be implemented. You will be investing your funds yourself with my guidance. There will be a review meeting once in 3 months. I charge a flat fee of Rs. 25,000 for the first year for all my clients. Click here for the FAQ on my services
This is a priority area as there is no pension for the private sector employees. Even for government and PSU employees who are covered under pension, there is a likely shortfall during the retirement age.
Marriage Cost Planning
Marriage of is one of the big expenses in our lives. Unlike house purchases which are funded by housing loans, for marriage of children, we need to plan well ahead
Higher Education Planning
Post Retirement Cash Planning
- Peter Lynch
Sriram Saroop, Product Manager at Google
I had a great experience working with Sriram Jayaraman and would highly recommend him as a fee-only financial planner. Sriram is humble, knowledgeable, analytical and patiently answers any queries. He’s always willing to discuss options and backs his recommendations with data and analysis. Though I had a reasonable understanding of goal based financial planning, I wanted an expert to review my current financial state and validate / suggest changes to my plan. Sriram did a thorough analysis of various options, suggested key changes and explained why these are needed.
Not just a good advisor, Sriram is an amazing person to talk to. And for me that matters a lot. First time I spoke to him over phone and I made my decision to sign up immediately. Last few months with him have been satisfactory professionally. Sriram is quite approachable and responds well. He is open to new ideas and change. I am fully confident of fee only model being the best model for the client’s long term financial health.