Welcome to Sri Chakra Consultants

Welcome to Sri Chakra Consultants, one of the most reputed financial planning and investment companies. We strive to be a pioneer in the industry by providing the correct solution to our clients.

Financial health is one of the most important things every individual strives for and at Sri Chakra, we pride ourselves in understanding your particular needs thoroughly. Our team of financial experts keep a close watch on the financial market trends and offer the best solutions that help realize your future dreams.

Meet us and open the doors to a better tomorrow.

  • 01 Our Approach to your investment

    - Rigorous fundamental analysis continually as our basis of all investment decisions
    - A variety of Investment Options
    - A commitment to add value with a proactive portfolio management
    - Periodical reviews to adjust portfolio to current requirements
    - An exclusive reporting system to keep the clients updated on all investment activites

  • We want to be our client’s most valuable asset by creating a wealth management firm that provides the relevant solutions with the goals of the client’s financial well being.

  • To help clients feel safe and confident about their financial future.

  • To treat all stakeholders with Integrity, Honesty and Compassion.

About Sri Chakra

Sri Chakra Consultants was founded with the only goal of assisting our esteemed clients in all their financial needs. We have earned an excellent reputation in providing personalized solutions and offering utmost stability and independence in financial matters. Our team of well-qualified and experienced professionals approach each individual scenario strategically and offer the best solution that caters to all our clients’ needs. We ensure that the financial future of our clients is sound and help them realize their dreams. We offer a wide range of solutions including Goal Based Investment Management, Risk Management, Investment solutions in Mutual funds, Equity, Bullion and others, Health Insurance, Real Estate and Retirement Planning. Contact us and get yourself an excellent investment suggestion.

Clients

Projects

Hours Of Support

Hard Workers

Services

Check our Services

We offer professional services with a team of financial experts who supports you in your financial planning and wealth management.

Goal based investment management

The use of financial markets to fund goals within a specified period of time.

Risk Management

Identifying analysing and mitigating uncertainties in investment and life journey.

Health Insurance

Providing a customized health insurance to individual and his/ her family.

Loans and Credits

We help you get money to meet out your emergencies in life and business.

Real Estate

We advice you on your real estate investments.

Mutual fund and Equity Investment

We help you build your wealth through the customized suggestions in mutual fund and Equity including portfolio management, alternate investment funds.

Request For Consultation

Schedule your free consultation now and find out why Sri Chakra consultants is trusted by many.

Call To Action

Frequently Asked Questions

FAQ's

  • 01What is financial planning?

    The process through which your life goals are met by efficient management of your finances is called financial planning. Good financial planning helps you make provisions for expected and unexpected financial needs that might arise in the future.

  • When you diversify your investments, the probability of seizing long-term investment opportunities increases. At the same time it helps you minimize the concentration of risks, along with decreasing the opportunity of being overly exposed to any particular short term investment.

  • A quick budgeting for your present finances is a great way to start determining the amount you should invest. Make a note of your expenses and subtract them from your income. If your saving is smaller than you wish it to be, cut back on your expenses. This can be the base for calculating how much you should invest.

  • The answer to this question is different for every family or person. We, at Sri Chakra, help you set your goals and ideals for retirement depending on where you want to live, travel, health, etc. Usually, it is a percentage of your current income, which can be set once we understand your goals.

  • A trusted financial advisor will help you navigate through the financial world successfully and is very important while planning for the future. First thing to do is assess your financial situation and knowledge of the market, and understand what kind of advisor you need. Talk to people and take references for a good financial advisor. Also, look for accreditations and professional qualifications for the advisor.

Team

Our Team

Sundararajan Srinivasan

Founder Director

Sundararajan Srinivasan


Sundararajan Srinivasan inspires, motivates and educates individual on how to manage their investments better. He has diverse background working for some of the top financial and wealth management companies in India. He is a financial evangelist in the fast growing wealth management profession and a specialist in business consulting, corporate finance and governance. He is an Associate Member of the Institute of Cost and Works Accountants of India and a Certified Financial Analyst. He is a very rare combination of a person with administrative, analytical and Sales background.

He had a great career with the public sector giant Life Insurance Corporation of India as Underwriter, Actuary and Sales Head. A strategic leader with a vision he created many a records across Tamil Nadu and Kerala. Had a great career with Birla Sun Life and Max Life Insurance. Have created mile stone performances across all multi channels in the life Insurance industry. He was a financial Domain Advisor with Polaris wherein he helped in developing systems and process for many BFSI companies. As a Regional Director he was founding member team of India’s first fee based financial and retirement planning advisory Company Principal Retirement Advisors which is part of the US financial giant Principal Financial Group.

He became an entrepreneur in 2018 as a wealth creator and protector with Sri Chakra Consultants. His firm is managing Rs.103 Crores of customer assets and is headquartered in Chennai with a branch in Coimbatore. He is closely associated with MRF, MRV and TVS Logistics as the strategic financial partner for the middle and senior level management. He is an experienced investment advisor who enjoys listening in order to understand the needs of the busy professionals. His role is to then use the tools of investment, taxation and wealth management to turn the goals and dreams of the individuals in to reality through their lives and allow his clients to concentrate on their day to day lives.

His expertise includes

  • Business Consulting
  • Goal and vision setting
  • Retirement Planning
  • Wealth Creation and preservation
  • Tax Planning
  • Diversified Investment suggestion

He is a diehard sports fan and a marathon runner. He is committed to help people build wealth and protect the same.

Contact

Get In Touch With Us

Our team will reply to your queries within 24-48 hours

Registered Address

M4, Rajendra Apartments,
No 11, BRP I street,
West Mambalam,
Chennai 600 033

Branch Address

Hub No 219-220,
2nd floor, Plaza Center,
129, GN Chetty Road,
Chennai- 600 006

Email Us

sundar@srichakraconsultants.com

Working Hours

Mon - Sat: 9AM to 6PM

Loading
Your message has been sent. Thank you!