Welcome to Arthagyan
Your search for a Trusted Financial Adviser ends here
Honest, transparent, reliable Investment advice
Fee-only Financial planning and Investment advice
Our Services
We offer goal-based financial planning. We start with defining your life goals and proritize them. Your existing and on-going investments are reviewed. Suitable modification are suggested. This is followed up with periodic reviews.
Retirement Planning
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
Tax Planning
Post Retirement Cash Planning
Estate Planning
- Peter Lynch
My Investing Story
My first brush with the stock market happened way back in ’95 when I had some savings from my recent 1.5 years of overseas work. Based on my friend’s advise, I had bought some shares of “bluechip” company – Tata Steel. To my bad luck the market did not realize that I had bought the share, because the share continued to fall for the next 1 year. Before I knew, it had lost half of its’ value.
But I did not loose heart and wanted to learn more about stock market. Hence I started reading Economic Times on a daily basis and started tracking the prices of several shares. I did not have any understanding of the basics of investing in those days. I had no idea why share prices rise and fall. I started to buy some more shares based on news articles. I had purchased SAIL, Silverline, Satyam Computers, DSQ etc....
Complaint Status: As per SEBI Circular SEBI/HO/IMD/DF1/CIR/P/2019/169 for SEBI registered Investment advisers. #Updated till 11 Oct 2021
Testimonials
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.
Harish Jindal
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.
