A complete list of active advisors currently associated with Sakthi Capital LLC

Warmer can help you find a great advisor at Sakthi Capital LLC or one who fits your needs even better.

Sakthi Capital provides portfolio management, financial planning, and financial education services to individuals, high‑net‑worth clients, corporations, trusts, and business entities. The firm offers tailored investment programs documented with an Investment Policy Statement and can manage accounts on a discretionary basis. The firm’s investment process combines fundamental and technical analysis with modern portfolio theory and employs both long‑ and short‑term trading, including use of options, across equities, ETFs, fixed income, and mutual funds. Sakthi Capital documents client risk tolerance, seeks fair allocation of investment opportunities across client accounts, and conducts at least quarterly reviews of managed accounts. What distinguishes Sakthi Capital from many peers is its explicit offering of financial education trainings and workshops to interested people and businesses, a service the brochure identifies in addition to advisory work. The brochure also notes there is no account minimum, the firm does not participate in wrap fee programs, and it states it does not accept outside sales compensation, items that may be relevant to clients assessing access and potential conflicts.

To learn more about the advisors currently working at Sakthi Capital LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.