Get in Touch
Reach out for an introductory conversation and understand how a formal advisory engagement begins.
Use the form below or write to me at the email address shown. I will get back to you within 1-2 working days to schedule a time to talk.No commitment required.
Hariharan
SEBI Registered Investment Adviser | RIA No. INA000021915
Telephone
Address
No 5, Sundara Vinayagar St., Mahatma Nagar, Lawspet, Puducherry - 605008
Working hours: 9:00 am - 6:00 pm, Monday to Friday (except public holidays)
What to Expect
- A free introductory conversation to understand your financial situation and goals - no commitment required.
- Formal engagement begins only after signing the advisory agreement and completing your risk profile.
- No investment advice is given and no fees are charged until the agreement is signed.
- All fees are paid directly through banking channels only. Cash payments are not accepted.
- Your funds are always invested directly with the product provider - never with me.
For grievances: Please email hariharancwm@gmail.com or call +91 80720 75160. If unsatisfied, escalate to SEBI SCORES at scores.sebi.gov.in or use Online Dispute Resolution at smartodr.in.
Get in touch
Plan Your Financial Future
Get a free introductory conversation about your financial goals, investments and planning needs. No commitment required.
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