We are a SEBI Registered Investment Advisor (RIA) and Fee Only Financial Planner based out of Bangalore. We offer Holistic Financial Planning Solutions to people at all wealth levels to achieve their financial goals. Though we are based out of Bangalore, our services are offered over the web across the world.
We understand that balancing work and family gives you very little time for personal financial planning. Getting help with a plan for your financial security can be vital in reaching your goals, whether you are planning for retirement, putting something aside for the future, or securing a better lifestyle for you and your family.
We take pride in educating our client in their journey of Financial Independence. Your fee is our only revenue. We don’t collect commissions on any investments we recommend, allowing us to offer truly independent advice. We don't sell or distribute any of the Financial products.
Our core values are Objectivity, Integrity and Transparency based up on our motto of सत्यं वद। घर्मं चर। [Satyam Vada Dharmam Chara], which means Speak The Truth, Lead Righteous Life.
About Sudheer - Founder of Prasidhi
Sudheer M, founder of Prasidhi Financial Solutions, has more than 24 years of experience, in the Financial services and Banking products field. He is a Certified Financial Planner (CFP) from Financial Planning Standards Board, India (FPSB), and an Associate Member (ACMA) of Institute of Cost Accountants of India.(Formerly known as ICWAI). He is also a Certified PMP from PMI. He left the corporate world to start Prasidhi Financial Solutions.
Sudheer has been conducting various training on creating financial awareness among people. His mission is to help the clients achieve their financial goals through Comprehensive Financial Planning, which is the foundation for securing financial independence.
SEBI Registered Investment Adviser (INA200010986)
We offer the following services. Please click on "Read More" to know the details.
Please contact us if you have a question or financial concern you do not see listed in our website. If for some reason we cannot provide a solution to your problem, we will make sure we direct you to someone who can.