Your Trusted Partner for
Goal-Based Financial Solutions
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Thrive Tomorrow
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Who are we
A Trusted Partner Committed to Your Financial Success

At Sri Sayee Financial Services, we understand that financial planning is more than just numbers — it’s about turning your dreams into reality. With over 13 years of proven expertise in the financial industry, our mission is to guide individuals and families toward financial freedom, security, and growth.

As a Certified Financial Planner, we work closely with you to understand your life goals, priorities, and risk appetite. Every client’s journey is unique, so we design customised, goal-oriented strategies that align with your needs — whether you want to retire early, fund your children’s education, or simply grow your wealth steadily.

Assets under management
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Saved for clients annually
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Repeat clients or referrals
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Years of Experience
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Our Services
We Champion the Bold to Achieve the Extraordinary

Financial Planning

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Financial Planning

We create personalised financial roadmaps that help you achieve short-term and long-term goals. Our approach balances your lifestyle needs with future security.

Investment Planning

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Investment Planning

We help you select the right investment mix for your goals, budget, and risk tolerance — ensuring optimal growth and protection.

Mutual Fund Investments

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Mutual Fund Investments

SIP (Systematic Investment Plan) – Build wealth gradually with disciplined, monthly contributions. Lump-sum Investments – Invest strategically for higher growth potential.

Health Insurance

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Health Insurance

Comprehensive coverage to protect you and your family from unforeseen medical expenses, ensuring peace of mind in critical times.

Life Insurance

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Life Insurance

Secure your family’s financial future with tailored life insurance plans that provide protection, income replacement, and legacy creation.

Bonds Investment

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Bonds Investment

Low-risk, fixed-income investment options to ensure stability in your portfolio.
Specialized Services
We go beyond basic investment advice
by offering goal-specific financial strategies
We go beyond basic investment advice by offering goal-specific financial strategies
Testimonial
Trusted by Families & Professionals Across Chennai
GopinathHead Mirae
I had very little idea about mutual funds, but the guidance I received was clear, patient, and well-structured. Today, my investments are growing steadily, and I feel confident about my financial future.
Indumaathy Head Bank of India
The advice and portfolio suggestions were personalized to my goals. I truly appreciate the transparency and the way complex financial terms were explained in simple words. I now invest with confidence.
DhivakarSr. Relationship Manager
When it comes to insurance, trust matters the most. The process was made extremely simple, and every detail of the coverage was explained clearly. I feel secure knowing my family and assets are well-protected.
Karthik Relationship Manager
Mutual funds always seemed risky to me, but with the right advice and constant support, I was able to choose the right funds. The results have been rewarding, and I’m glad I made this decision.
Balaji Ceo - Sristi Glass
What impressed me most was the clarity and honesty in recommendations. My investments are not just performing well, but I also feel more financially disciplined thanks to the regular follow-ups and updates.