Unbiased Financial Guidance Aligned With Your Life Goals
We earn directly and only from our clients. Zero commissions from banks, mutual funds, or product issuers — ensuring pure, fiduciary advice crafted exclusively for your financial well-being.
Who We Are
Committed to pure, transparent, and fee-only investment advisory.
SEBI-Registered Investment Adviser
Jeeves Investment Advisors is a SEBI-registered investment advisor who provides advice that is most suitable for our clients. We earn directly and only from our clients. We do not take commissions from any financial institution like banks, Mutual Funds, Insurers etc.
Unbiased & Objective Advice
This eliminates conflicts of interest and ensures advice that is truly unbiased and suitable to your life goals.
About the Founder
Deep analytical rigor combined with decade-long financial planning expertise.
With over 10 years of experience in the fields of finance and analytics, he has proven expertise in portfolio analytics, risk management, financial planning, investments, and wealth management.
The Advisory Process
A comprehensive, disciplined framework designed to secure your financial future.
Connecting with Clients
Identifying your life goals and translating them into clear financial milestones. We conduct comprehensive risk profiling and craft a holistic, suitable investment and risk management strategy tailored to your situation.
Investment Planning
Constructing goal-oriented, risk-adjusted portfolios using transparent and cost-effective vehicles (direct mutual funds and equity/debt allocations), with disciplined periodic rebalancing to keep you on track.
Retirement Savings
Structuring sustainable retirement accumulation models and post-retirement cash flow strategies to ensure financial independence throughout your golden years without relying on high-cost opaque products.
Our Approach
A structured, 7-step collaborative journey from discovery to lifelong wealth management.
Discovery
Understanding your life goals, family situation, cash flows, and existing investments to build a complete financial picture.
Documentation
Collecting KYC, risk-profiling inputs, and records of your existing portfolio and financial statements.
Onboarding
Formalising the client agreement with full fee disclosure, as required under SEBI Investment Adviser Regulations.
Planning
Translating your goals and risk profile into a structured, actionable financial plan.
Plan Approval
Reviewing the proposed plan together, addressing questions, and securing your sign-off before execution.
Implementation
Executing the agreed plan across the recommended investment avenues.
Ongoing Tracking
Periodic review and rebalancing to keep your portfolio aligned with your goals over time.
Regulatory Disclosures & Investor Charter
Mandatory disclosures in accordance with SEBI (Investment Advisers) Regulations.
📋 Registration & Adviser Identification
- Name of Investment Adviser Madhu Srinivas V (Proprietor, Jeeves Investment Advisors)
- Type of Registration Individual SEBI-Registered Investment Adviser (RIA)
- SEBI Registration Number INA000023126
- Validity of Registration Valid from 10/08/2026 till it is suspended or cancelled in accordance with the Regulations
- Registered Office Address 37/1 Rajabather Street, T Nagar, Chennai – 600017, Tamil Nadu, India
- Contact Details / Mobile +91 99622 84289 | vmadhusrinivas@gmail.com
- SEBI Regional Office 7th Floor, 756-L, Anna Salai, Chennai – 600002, Tamil Nadu
🛡️ Grievance Redressal & Escalation
Clients with any grievances can approach our structured escalation mechanism:
-
Tier 1: Principal & Grievance Officer
Madhu Srinivas V
37/1 Rajabather Street, T Nagar, Chennai – 600017, Tamil Nadu, India
Email: vmadhusrinivas@gmail.com
Phone: +91 99622 84289 -
Tier 2: SEBI SCORES 2.0 Portal
If the grievance is not redressed within specified regulatory timelines, lodge complaints on SEBI
SCORES:
https://scores.sebi.gov.in/ (opens in new tab) -
Tier 3: SMART ODR Portal
Online Dispute Resolution Portal for the Indian Securities Market:
https://smartodr.in/ (opens in new tab)
Investor Charter for Investment Advisers (Annexure F)
As prescribed by the SEBI Master Circular for Investment Advisers (opens in new tab), investors are entitled to:
A. Rights of Investors
- Receive unbiased and tailored investment advice based on personal risk profile.
- Receive all disclosures regarding fees, conflicts of interest, and regulatory details.
- Transparent fee payment exclusively through banking channels with receipts.
- Prompt grievance redressal via adviser and official regulatory portals (SCORES / SMART ODR).
B. Responsibilities of Investors
- Provide accurate, complete financial and risk profiling information.
- Sign formal client agreement and adhere to mutually agreed terms.
- Never share banking/trading credentials or permit discretionary trading.
- Verify SEBI registration credentials before engaging an investment adviser.
Complaints Data
Monthly complaint status updated in accordance with the SEBI Master Circular for Investment Advisers (opens in new tab) (Annexure C).
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Get in Touch
Have questions regarding financial planning or fee-only advisory? Reach out to us.
Send Us a Message
We typically respond within 1–2 business days.
Reg. No.: INA000023126
Proprietor: Madhu Srinivas V