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INA 200012425
SEBI Registered Investment Advisor
- shreesidvinia@gmail.com
- +91-80-26507778
SEBI Registered Investment Advisor
He is the promoter and Director of Shree Sidvin Group since 1994. He is passionate about financial markets and considers himself an eternal student in pursuit of financial knowledge. He is a Bachelor of Law, which helps in logical and rational understanding of client’s needs when it comes to providing financial advice. He also has a Masters degree in commerce, which makes him astute with numbers. His pursuit of knowledge-pushed him to gain professional qualifications and earned his CERTIFIED FINANCIAL PLANNER certification offered by Financial Planning Standards Board (FPSB), USA. He was in the first batch of the elite CFP certificate holder in India (2005). He believes in inclusive growth and was Founder President of the not for profit society “Council of Financial Planners” (COFP) along with other CFP’s in Bangalore. He also serves on the Board of FPSB India.
Mr. Gokul S, an esteemed Investment Advisor whose credentials and expertise shine brightly in the realm of finance. Armed with a Postgraduate degree in Commerce, along with certifications from SEBI and NISM, he boasts over a decade's worth of hands-on experience in the Financial Services industry. Mr. Gokul is not just a practitioner; he's a Certified Financial Planner, meticulously trained to navigate the complexities of financial markets. His journey has honed his skills, making him a subject matter expert in an array of financial and investment products. What sets Mr. Gokul apart is his profound understanding of client behavior cultivated through years of client interactions. This innate understanding allows him to tailor his services to meet each client's unique needs and aspirations. Whether it's planning for retirement, wealth management, or investment strategies, Mr. Gokul's guidance is not just informed; it's empathetic and personalized. His commitment to excellence and adherence to ethical standards, coupled with his deep-seated knowledge, make him a trusted advisor for individuals seeking clarity and direction in their financial endeavors. With Mr. Gokul by their side, clients can rest assured that their financial goals are in capable hands.
We believe that an informed client is an integral part of the financial planning process.
We accomplish this through a comprehensive review of our clients’ investment objectives, combined with a conservative, long-term approach to investing, superior service and through PERSONAL relationship.
We believe a successful, long-term professional relationship is built on mutual trust, effective communication and a shared commitment to the financial planning process. Understanding individual concerns and financial goals is a critical element in this partnership with our clients.
Our comprehensive, personalized approach is aimed at enhancing the client’s quality of financial life. Our approach provides our clients the ability to spend their time and energy on the things that are most important to them, leaving their financial concerns for us to address.
We accomplish this through a comprehensive review of our clients’ investment objectives, combined with a conservative, long-term approach to investing, superior service and through PERSONAL relationship.
We believe a successful, long-term professional relationship is built on mutual trust, effective communication and a shared commitment to the financial planning process. Understanding individual concerns and financial goals is a critical element in this partnership with our clients.
Our comprehensive, personalized approach is aimed at enhancing the client’s quality of financial life. Our approach provides our clients the ability to spend their time and energy on the things that are most important to them, leaving their financial concerns for us to address.
