Meet Your Financial Planner
Certified Financial Planner (CFP®) and NISM Certified Investment Adviser with 18 years of experience in global banking and financial services.
Srinath founded Wealthique after observing that financial advice was being given in pockets — rarely addressing a client's complete picture. A few incorrect decisions in isolation were enough to derail an otherwise sound financial life.
Wealthique addresses that gap — with the client at the centre of every plan.
"True financial confidence comes not from individual products or investments, but from a well-structured plan that aligns every financial decision with your life goals."
— Srinath Hareendran, CFP®
Why Wealthique
No products of our own to sell, no commissions to earn. Compensated directly by you — your goals always come first.
Your goals determine our recommendations — never the other way around.
CFP® certified. NISM Certified Investment Adviser. 18 years in global banking and financial services.
We stay involved. Your plan evolves as your life does.