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Sri Chakra Consultants

Sri Chakra Consultants: A Remarkable Leader,  Offering Distinguished and Customized Financial Solutions

Consultant of The Year 2024

Sri Chakra Consultants, founded in 2018 by Sundararajan Srinivasan, is a prominent financial planning and investment firm that offers a wide range of services and solutions aimed at taking a comprehensive approach to a client’s financial picture.

With over six years of experience, Sri Chakra Consultants has evolved into a versatile service provider, offering a range of services such as investment management, financial planning, tax planning, and estate planning.

The firm is committed to providing a distinctive consulting and service experience, making sure the clients get solutions that are specifically designed to meet their unique needs. With the use of technology, the team make sure to remain unbiased and impartial.

Headquartered in Chennai, Sri Chakra Consultants is planning to soon expand its presence to major towns across Tamil Nadu, Kerala, and Bangalore.

The Guiding Force

Sundararajan Srinivasan, Managing Partner of Sri Chakra Consultants, is a seasoned professional with over 25 years of experience in investment advisory and is currently spearheading the growth of Sri Chakra Consultants. He is a highly specialized professional in the field with an excellent track record in wealth management and finance domain.

The Unique Vision and Mission

The team at Sri Chakra Consultants aspires to be the most valuable asset of its clients by building a wealth management company that offers pertinent solutions in line with the goals of the client’s financial well-being.

Their mission is to help clients feel safe and confident regarding their financial future.

The Notable Journey: From Inception to Present Day

Sri Chakra Consultants began its journey with the values of integrity, honesty, and compassion. Over the years, the firm has made tremendous progress and reached 100 crore of total assets under management with 14 employees on board.

The majority of its revenue comes from referrals, upselling, and cross-selling. Additionally, the team is actively leveraging social media to use its services to reach potential clients.

“It was a roller coaster ride in the first two years. We tried out different business models and patterns before settling down. However, we ensured that we remained sincere in our vision, values, and mission, and finally, we progressed,”  the leading man shared.

Industry Evolution Over the Years

As the Indian economy grows and develops, there is an increasing need for efficient asset management. The wealth management sector in India has witnessed a surge in the quantity of services provided, the entry of new firms, and investments in state-of-the-art technology in the last few years.

Work Culture and Leadership at Sri Chakra Consultants

Sri Chakra Consultants fosters an open work culture where every member of the team takes responsibility for what he or she does. They empower each other in their growth. Remote working helps employees manage their work-life balance well, which has resulted in higher productivity.

According to the leading man, “Effective leadership combines a human touch and compassion with a focus on results. He had been in different levels of senior-level leadership roles during his corporate life that taught him what not to do in his own business.

Planning for a Progressive Future Ahead

Having strides on the journey for several successful years, Sri Chakra Consultants has been actively working to ensure that the clients get a unique experience while feeling safe about their financial future and building a clear roadmap for growth on several pillars, including using the latest technological advancements.

What Budding Entrepreneurs must Know?

The business world is very dynamic, and change is the only constant. Be responsive to changes, and if possible, be the change. Come out of your comfort zone and be ready to take a risk.

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