SEBI-Registered RIAs · Chennai

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₹2,400 Cr+
Family wealth advised across our network
SEBI
Registered
All advisors, no exceptions
100%
Fee-only advisors

How much commission do you pay?iThis chart assumes a 1% annual trail commission on the total portfolio value — a common rate in the industry. Over a 10-year horizon with ₹50L starting corpus and ₹12L added each year, this compounds to a significant sum.

This is not about discouraging distributor relationships — it's about helping you understand the value behind what you pay, so you can have confident, informed conversations with your advisor about the quality of advice you receive in return.

₹50L corpus · +₹12L/yr · 10 year horizon · 12% growth

₹3.91 Cr
Final corpus
₹0L
Paid in hidden commissions
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— Chennai Context

Chennai plans often need to connect salary, property, NRI accounts, and older portfolios.

Chennai has salary wealth, business wealth, inherited property, and NRI money sitting side by side. A useful advisor should connect these pieces before recommending any product.

01 💻

IT and MNC employees need help beyond SIP selection

For professionals around OMR, Sholinganallur, and Perungudi, the planning questions often include bonuses, RSUs, home loans, tax choices, and when to diversify from employer-linked wealth. A fee-only advisor can put those decisions into one plan instead of treating each product separately.

02 🏭

Manufacturing executives often need a cleaner plan

Senior automotive and manufacturing professionals may have stable salaries, bonuses, insurance from work, and a growing investment portfolio. The value is often in simplifying: retirement targets, debt, insurance, and investments should be checked together.

03 ✈️

NRI families need account and residency clarity

Chennai-origin families with Gulf, Singapore, or US income often have NRE/NRO accounts, property in India, and investments across countries. The first job is to get residency, tax, and cash-flow decisions right. Product selection should come after that.

04 🏛️

Older portfolios need consolidation

Many established Chennai families have investments, property, insurance, and bank relationships accumulated over decades. The problem is rarely one missing fund. It is usually nomination hygiene, estate planning, scattered holdings, and whether the portfolio still matches the family's goals.

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Registration verified for every advisor in this directory
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— Advisor Directory

SEBI-registered, fee-only financial advisors serving Chennai.

Every financial advisor listed below holds an active SEBI Registered Investment Advisor registration.

Some listed advisors may not currently be accepting Foliyo introductions.

Shivakumar Pullot, SEBI RIA
Shivakumar Pullot
PGDM Finance · NMIMS Mumbai · SEBI RIA
Chennai
SEBI Reg INA200015671   Verify ↗
Firm assetzpremier.com ↗
Email md@assetzpremier.com
Investment Management Financial Planning Tax Planning
Subbiah Somasundaram, SEBI RIA
Subbiah Somasundaram
SEBI RIA
Chennai
SEBI Reg INA000022288   Verify ↗
Firm firstcore.one ↗
Email Info@firstcore.one
Investments Advisory Wealth Management
Praveen Reddy, SEBI RIA
Praveen Reddy
IIT Kharagpur · IIM Calcutta · SEBI RIA
Chennai
SEBI Reg INA200016856   Verify ↗
Firm induswealth.com ↗
Email praveen.reddy@induswealth.com
Investments Advisory Wealth Management
Sivaramakrishnan R, SEBI RIA
Sivaramakrishnan R
CA · Masters in Foreign Trade · SEBI RIA
Chennai
SEBI Reg INA000017453   Verify ↗
Firm sinceresyndication.com ↗
Email connect@sinceresyndication.com
Equity Investments Wealth Management
S. Sridharan, SEBI RIA
S. Sridharan
MBA · SEBI RIA
Chennai
SEBI Reg INA000020998   Verify ↗
Firm walletwealth.co.in ↗
Email sridharan@walletwealth.co.in
Equity Investments Wealth Management Financial Planning
Renu Maheshwari, SEBI RIA
Renu Maheshwari
CFA · CFP · SEBI RIA
Chennai
SEBI Reg INA200000589   Verify ↗
Firm finscholarz.in ↗
Email enquire@finscholarz.in
Financial Planning Wealth Management
A
ABUBAKR SIDDIQUE. A.G.
SEBI RIA
Chennai
SEBI Reg INA200000910  Verify ↗
Email myplanner@wealthtraits.com
Individual RIA Financial Planning
E
EVAREAP INVESTMENT ADVISORS LLP
LLP · SEBI RIA
Chennai
SEBI Reg INA000017383  Verify ↗
Firm EVAREAP INVESTMENT ADVISORS LLP
Email infoevareap@gmail.com
LLP RIA Investment Advisory
G
G KANNAN
SEBI RIA
Chennai
SEBI Reg INA000019628  Verify ↗
Firm HAWKEYE TRADING FINANCE ACADEMY
Email GKANNAN93232@REDIFFMAIL.COM
Individual RIA Investment Advisory
P
PHI CAPITAL SERVICES LLP
LLP · SEBI RIA
Chennai
SEBI Reg INA200004284  Verify ↗
Firm PHI CAPITAL SERVICES LLP
Email sp@phicapital.in
LLP RIA Investment Advisory
R
Ravi Saraogi
SEBI RIA
Chennai
SEBI Reg INA200013983  Verify ↗
Email ravi.saraogi@samasthiti.in
Individual RIA Financial Planning
V
Vijayan N
SEBI RIA
Chennai
SEBI Reg INA000022640  Verify ↗
Firm Vudhi FinTech
Email vjn@vudhi.com
Individual RIA Investment Advisory

Verify any advisor's registration status on SEBI's Intermediary Portal ↗ before engaging. Foliyo AI is a matching platform — we are not a registered investment adviser.

— Common Questions

Questions Chennai families ask before choosing an advisor.

About Fee-Only Advisors

How are advisors vetted before being listed?
Foliyo checks advisors before listing them. The checks focus on:
  • SEBI RIA registration is verified directly on the SEBI website
  • The client engagement agreement and fee schedule are reviewed
  • A reference call is conducted with one or two existing clients
  • A structured interview covers process, philosophy, and handling of conflicts
  • The advisor's specialisation is assessed against the needs of users on the platform
Listing on Foliyo is a due-diligence screen, not an endorsement or a performance guarantee.
I already have a distributor managing my investments. Can I still use Foliyo?
Yes. Many users come to Foliyo while they still have an existing distributor or bank relationship. A fee-only RIA can give a second opinion, review the portfolio, or help you decide whether a gradual transition makes sense.

Chennai-Specific Questions

How should IT and MNC professionals in Chennai choose a financial advisor?
Start with your actual situation: salary, bonuses, RSUs, home loan, tax bracket, family goals, and how much of your wealth already depends on your employer.

A good fit is usually an advisor who can handle RSUs, home loans, insurance, tax planning, asset allocation, and diversification from employer-linked wealth together.
What does a financial consultant in Chennai typically charge?
Fee structures for SEBI-registered RIAs in Chennai usually fall into a few models:
  • Fixed or flat retainer: ₹15,000 – ₹30,000 for a six-month engagement, suitable for one-time financial planning or goal-setting conversations
  • AUM-based annual fee: 0.5% – 1% of the advised capital per year, suitable for ongoing portfolio monitoring and regular rebalancing
Fees vary by scope and complexity. Always ask for a written fee agreement before engaging, including what is covered and how often the plan will be reviewed.
I am an NRI from Tamil Nadu managing NRE/NRO accounts. Can a Chennai-based fee-only advisor help?
Yes. For NRI families, the first discussion should usually cover:
  • Whether each account is correctly classified as NRE, NRO, or resident
  • How rent, dividends, or pension income in India is being taxed
  • What Indian property means for estate planning
  • Which decisions need a chartered accountant alongside the advisor
A fee-only advisor can connect these moving parts to the investment plan. For FEMA and tax treatment, the advisor should work with a chartered accountant.
How does estate planning work for established families in Chennai?
For established families, the problem is often not investment return alone. It is organisation:
  • Are nominations updated across bank, demat, insurance, and retirement accounts?
  • Is there a will, and does it reflect current property and financial assets?
  • Are investments scattered across too many accounts or advisors?
  • Does the next generation know where everything is and who to call?
A fee-only advisor can help consolidate the financial side of the plan. For wills, trusts, and succession documents, work with a qualified estate lawyer.
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