I'm Satheesh Kannan, SEBI-registered Investment Adviser.

My journey into fee-only financial planning began with a simple realisation: most people never get unbiased advice because the person sitting across the table earns more when they sell a product. This didn't sit right with me!

After completing my Post-Graduate Diploma in Finance from MDI Gurgaon and earning the globally respected CFP Practicing certification, I chose the fee-only advisory path because I believe advice must stay pure. I got my SEBI Registered Investment Advisor license (INA 200013503) in the year 2019.

Since then, I've had the privilege of serving 130+ families and professionals across India and abroad - with pure fee-only financial planning commissions, no conflicts, just honest advice tailored to clients' life goals and financial circumstances.

I am here to help you reach your life goals without the clutter of commissions or hidden agendas.

If you’re looking for a financial planner who will put your interests legally and ethically ahead of everything else, let’s talk.

You can have a discussion with me either in  English, Hindi, Kannada, or Tamil.

The CERTIFIED FINANCIAL PLANNER® credential is the most desired and respected global certification for those seeking to demonstrate their commitment to competent and ethical financial planning practice. 

•  CFP® certification is the global symbol of excellence in financial planning for professionals with a shared commitment to better serving their clients through rigorous international standards, ethical practices, and lifelong learning. 

• CFP® professionals have met rigorous education, examination, and experience requirements, and commit to upholding the standards of practice in holistic financial planning. 

•  CFP® professionals commit to a Code of Ethics and to putting clients’ interests first. 

•  CFP® professionals commit to learn continuously, grow and pursue professional excellence throughout their careers.