Sudheer M is a Bangalore-based financial planner who specializes in
providing Holistic Financial Planning Solutions to people at all wealth
levels worldwide. As a SEBI Registered Investment Advisor (RIA) and Fee
Only Financial Planner, he believes in offering his clients truly
independent advice that is free from conflicts of interest.
Sudheer understands that balancing work and family can leave you with
little time for personal financial planning, which is why he is
committed to helping you achieve your financial goals. Whether you're
planning for retirement, building a nest egg, or improving your
lifestyle, Sudheer offers expert guidance and support to help you secure
your financial future.
Sudheer doesn't sell or distribute any financial products, and he
doesn't collect any commissions on the investments he recommends. Your
fee is his only revenue, which means that his advice is always in your
best interests. Whether you're in Bangalore or anywhere in the world,
Sudheer is here to help you achieve your financial goals and live a more
fulfilling life.
He takes great pride in educating his clients about their finances and
empowering them to make informed decisions. His core values of
Objectivity, Integrity, and Transparency are based on his motto, सत्यं वद। घर्मं चर। ([Satyam Vada
Dharmam Chara]) meaning "Speak
the Truth, Lead a Righteous Life", which reflects his commitment to ethical
business practices.
About Sudheer