Customer Testimonials

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 […]

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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

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