I came to Sathish to discuss about my financial goals. I was very impressed with the personalized professional service and advice given to me, and how he have tailored this specifically to suit our situation and future needs. I felt very comfortable to put my finances and to guide me in the right direction.

Shankar,  Sr Manager, Infosys, Bangalore.


“Passion, knowledge and a genuine interest in achieving the best for clients is what makes a truly professional Financial Adviser”. Sathish has this and more.

His dedication to clients, Knowledge on financial services and experience sets him apart and I would highly recommend Sathish to anyone wanting to achieve better financial outcomes.” –

Ashok, Manager, Computer Science Corporation, Chennai, Client Since Jan 2018 


I would like to Thank – Sathish for his financial planning and his recommendation. We have optimised all our investments now with the help of Sathish.  As i am retired person, i am always concerned about the Safety, Returns & Regular Income . Understanding my requirements he recommended suitable funds where i am happy about Returns, Safety and Regular monthly withdrawals.

Kannan, Retired from TNEB, Chennai.


“My wife and me met Sathish in 2013 in his Citibank days.  we took on his recommendations and here we are 3 years on extremely pleased with the decision we made.  We find Sathish is professional, Knowledgeable and Verstatile.  He is always contactable, courteous and helpful and so easy to recommend to others.”

Srinivas – Client since 2013.


“Sathish delivers truly professional financial planning services and put their clients’ interests first – I’d happily recommend her to anyone wanting a holistic personalised Financial services.” –

Kumar, Business Owner, Client Since 2013.


“Sathish, is a High Energetic Person providing a positive influence to those with whom he interacts. His professionalism and knowledge of his industry ensures there are no questions left unanswered in determining the right strategy for his clients. He is a real financial proficient professional to deal with.

Sethu Raman, Partner, Rathna Pharmacy, Chennai, Client Since Jan 2017.