I'm J. Satheesh Kannan, a fee-only financial planner and CFP® practitioner based in Bangalore. I provide unbiased, commission-free, fee-only financial planning to individuals and families.
My journey into fee-only financial planning began with a simple realization: most people never receive unbiased advice because the person across the table often profits by selling a product. This approach didn’t sit right with me!
After completing my Post-Graduate Diploma in Finance from MDI Gurgaon and earning the globally respected CFP certification, I chose the fee-only advisory path because I believe that financial advice should remain pure. I earned my SEBI Registered Investment Advisor license (INA 200013503) in 2019.
Since then, I've had the privilege of serving over 175 families and professionals across India and abroad with pure fee-only financial planning. There are no conflicts here—just honest advice tailored to each client’s life goals and financial circumstances. As a fee-only financial planner in Bangalore, I'm committed to helping you reach your life goals without the clutter of commissions or hidden agendas.
If you’re searching for a financial planner who puts your interests legally and ethically ahead of everything else, let’s talk.
You can have a discussion with me in English, Hindi, Kannada, or Tamil, and if you're looking for a fee-only financial planner near you, I'm here to help you navigate your financial journey in India.
CERTIFIED FINANCIAL PLANNER®
Why Work With a CFP® Professional?
Choosing a financial advisor is one of the most important decisions you can make for your future. As a CERTIFIED FINANCIAL PLANNER™ (CFP®) certificant, I offer more than just investment advice—I provide comprehensive, holistic financial planning designed around your unique life, values, and goals. When you partner with me, you benefit from:
- Fiduciary Duty: I am ethically bound to act in your best interest when providing financial advice.
- Rigorous Expertise: The CFP® mark is the gold standard in financial planning, backed by extensive coursework, a comprehensive board exam, and verified real-world experience.
- Holistic Strategy: We look at the complete picture—from cash flow, tax strategies, and insurance to retirement and estate planning—ensuring every piece of your financial life works together.
- Ongoing Commitment: I complete regular continuing education to stay ahead of changing financial laws, tax rules, and market strategies so you don’t have to.
My goal is to replace financial stress with clarity and confidence, giving you a roadmap you can trust for years to come.
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