Let's have a conversation.

No commitment implied. Just a conversation about where you are, what you want and whether this is the right fit.

Jeetu Krishnan, CFP®

SEBI Registered Investment Adviser — INA000022145

I respond to all messages within 24 hours.

OakTree Planners was founded to give individuals the same focus and professionalism usually reserved for institutional clients. When you work with OakTree, you work with me — no hand-offs, no relationship managers, no team you've never met.

Send a message

Prefer writing to calling? Use the form below and I'll get back to you within 24 hours.

Message sent.

Thank you for reaching out. I'll respond within 24 hours.

After you reach out

I read your message personally

Every message comes directly to me. I read it and respond within 24 hours — no auto-reply, no assistant, no delay.

We have a brief call

If it sounds like a potential fit, I suggest a 30–45 minute call. No agenda, no obligation, no preparation needed on your part.

We talk honestly

We discuss where you are, what you are trying to figure out, and whether this engagement is right for your situation. I will be direct either way.

Clear next steps — or an honest no

If it is a fit, we discuss next steps and what the engagement looks like. If it is not, I will tell you directly — and point you toward someone better suited where I can.