About Me

Hi. I am Ratnasri, your financial advisor.

About Me

Hi. I am Ratnasri, your financial advisor.

Hello! I’m Ratnasri

Chartered Financial Analyst from (ICFAI, SEBI Registered Investment Advisor (RIA code INA200009582) & Certified Financial Transitionist®️ (CeFT®️)

I am passionate about empowering women to take ownership of their financial lives. Through my financial transformation sessions called “Healthy, Wealthy, and Money Wise”, I bring about behavioural transformation in individuals.

My education sessions and one-on-one consultation sessions educate you about various investment products and also helps you understand your money related behaviour. I provide you various tools to bring about positive change in that behaviour.

Hello! I’m Ratnasri

Chartered Financial Analyst from (ICFAI, SEBI Registered Investment Advisor (RIA code INA200009582) & Certified Financial Transitionist (CeFT)

I am passionate about empowering women to take ownership of their financial lives. Through my financial transformation sessions called “Healthy, Wealthy, and Money Wise”, I bring about behavioural transformation in individuals.

My education sessions and one-on-one consultation sessions educate you about various investment products and also helps you understand your money related behaviour. I provide you various tools to bring about positive change in that behaviour.

My Experience

  • Over 15 years of managing money
  • Multiple clients, and multiple assets
  • Building diversified portfolio

My Education

  • Chartered Financial Analyst (ICFAI)
  • SEBI Registered Investment Advisor(RIA Code: INA200009582)

+91 97891 46788

admin@her-mony.com

RIA Code INA200009582

+91 97891 46788

help@her-mony.com

RIA Code INA200009582