Sri Chakra Consultants – Financial Dreams Delivered
best financial planning agency in chennai

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.

Goal Based Investment Management agency in chennai

Goal based investment management

Individual goals may vary based on personal choices and wishes. At Sri Chakra, we understand your individual and...

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
  • Our Vision

    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.


  • Our Values

    To treat all stakeholders with Integrity, Honesty and Compassion.


  • Our Mission

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



Goal based Investment Management

Individual goals may vary based on personal choices and wishes. At Sri Chakra, we understand your individual and family goals and offer the best in market investment management solutions that suit your needs accurately.

Risk Management

Our experience in risk management allows us to offer the best possible forecast and evaluation of the potential financial risks and to eventually offer strategic procedures to avoid or minimize the impact of these risks.

Health Insurance

With the constant surge of medical and surgical costs, we need excellent health insurance that can support us during dire needs. Our insurance experts suggest the best package for your needs so that you can be worry-free at all times.

Bullion Investment

We offer expert opinion and suggestions for your bullion, so that you can reap the benefits of the best investment options.

Retirement Planning

Our financial solutions offer the best possible investment opportunities that help secure your future comfortably

Mutual Fund and Equity Investment

As an expert financial advisory, we can accurately gauge the most suitable investment plan for your risk profile and offer diversified options for your finances.

Request For Consultation

Would you like to speak to one of our financial advisers over the phone? Just submit your details and we’ll be in touch shortly. You can also email us if you would prefer.