Financial Planning

At Aditri Financial & Investment Advisory (ADITRI), we provide you and your family the holistic and comprehensive financial planning services starting from risk profiling and analysis, financial goals identification, developing and meeting the same. Financial Planning is the process of meeting your life goals through the proper management of your finances. We provide you specific financial planning basis your requirement to achieve your financial goals in most comfortable way under our continued and consistent review and rebalancing. Our goal is to see that your financial goals are achieved as quickly as possible with a disciplined and strategic way. We provide specific and comprehensive financial planning and investment advices for the individuals, HNIs, Corporates and Institutional Investors (clients).
Chandrasekhar Sagutoor is the CEO & Principal Advisor of ADITRI; a CERTIFIED FINANCIAL PLANNERCM and a SEBI Registered Investment Adviser. Our services to clients are adhered to SEBI IA regulations, 2013 and to FPSB India code of ethics. CFPCM is rated as the Gold Standard in financial planning, CFPCM is the highest global standard in financial planning and most respected and recognized financial planning certification by all Financial Institutions across 24 developed and emerging countries in the world.
ADITRI provide you a comprehensive financial planning document featuring your financial data, risk profile and analysis, financial goals and recommendations to attain the goals through a proven financial discipline. We provide you a dedicated login access in most advanced platform, which depicts your multi asset portfolio dashboard consisting of your stocks, mutual funds, insurance, PPF, NSC, Fixed and Recurring Deposits etc along with goal tracker to you once become our client.

  • -> Risk Profile and Financial health check.
  • -> Financial Goals identification and fixing.
  • -> Insurance Planning.
  • -> Investment Planning.
  • -> Tax Planning.
  • -> Retirement Planning.
  • -> Estate Planning.
  • -> Preparation, implementation and review of Financial Plan.
  • -> Review and rebalancing of portfolio.

Financial Planning Standards Board Ltd. (FPSB Ltd.), the US-based organization owns the CFPCM,
FINANCIAL PLANNERCM and  outside the United States, and permits qualified individuals to use these marks to indicate that such individuals have met FPSB Ltd.’s initial and ongoing certification requirements. Financial Planning Standards Board India (FPSB India) is the CFPCM Marks licensing authority through an agreement with FPSB Ltd.