Prasidhi Financial Solutions

Who are we?

We Are Prasidhi Financial Solutions

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 26 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. Apart from this he is also an LLB from KSLU. 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)

Our Services

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.

Comprehensive Planning

Retirement Planning
Tax Planning
Insurance [Life & Health] Planning
Estate Planning
Investment Planning
College Funding / Higher Education Planning
Children Marriage Planning
Debt Riddance
Cash Flow Spending Plan
Review of any existing investments and Plans

Pricing:

Financial Plan Preparation Fee [One time Only] - ₹ 18,000 [Payable on Signing Engagement Letter] .

Support Fee - ₹ 1,000 on signing and for every 6 months.

[Total Cost for you in the first year - ₹20,000]

Renewals:

Review Fee - ₹ 8,000

Support Fee - ₹ 1,000 for every 6 months.

[Total Cost for you in the later year at current rates - ₹10,000]

The Review/Support fees may be subject to a revision due to Inflation / Market Conditions

All Fees payable in advance.

Financial Planning For All

We transform your Dreams to reality

Trust - Knowledge - Ethics

No Sales, No Commissions

Relaxed Life, No Anxiety, Peaceful Sleep

Provides a clear direction to your Financial Decisions and simplifies life

Who are we?

We Are Prasidhi Financial Solutions

About Sudheer

Founder of Prasidhi

Our Services

Comprehensive Planning

Advice

Sessions

Blogs