About Hariharan
Hariharan is a SEBI Registered Investment Adviser (RIA) and a Chartered Wealth Manager (CWM) with experience in equity markets, derivatives trading, and portfolio advisory. Holding CFA Level I and at the ACCA professional level, his approach integrates global financial knowledge with real-world market experience to deliver disciplined, goal-oriented investing supported by structured risk management.
He has strong knowledge in financial planning, asset allocation, and a wide range of investment products, enabling him to design well-balanced and client-specific portfolios. He has practical exposure to market execution, including derivatives strategies and active trading, combined with a process-driven approach to capital allocation.
Hariharan also brings rich teaching experience and academic exposure, having guided school and college students - which reflects his ability to communicate complex financial concepts with clarity and structure.
Our Values
Fee-Only
No commissions, no product sales. The only income is the advisory fee paid directly by you.
Unbiased Advice
Not affiliated with any bank, mutual fund, or insurance company. Every recommendation is made purely on merit.
Downside First
Protecting capital before chasing returns. Risk management is the foundation of every portfolio.
Transparency
Full disclosure at every step - fees, conflicts, rationale behind every recommendation.