Assist you in achieving your financial goals
Professionally I have over 12 years of experience in Investment Banking Operations. But more than this I have an experience of over 15 years in the field of Investing and wealth creation, which has helped me in achieving my financial goals.
In terms of qualifications, I am a Certified Financial Planner (CFP), also certified by AMFI, IRDA and NCFM Certified in Mutual Funds, Insurance and Investment Planning & Portfolio Management.
All of us 2 learning paths i.e.,
1. Make mistakes and learn from them
2. Learn from others mistakes.
Unfortunately, I choose Option 1 during the initial stages and have learnt from the same, which has helped me in achieving financial stability. I use this experience now to assist others.
You can choose to avail the guidance of individuals who are walking down the path of financial stability or choose an individual who has already achieved financial stability. Option is yours!!!
Rest assured; you won’t be disappointed if you engage my services for achieving your goals.
Started in 2020
Happy Clients – 19 & counting
Ventured into Financial Services Fulltime – 2020
Even though I have been advising individuals since many years on topics of Risk Management, Investment Planning and Tax planning on a voluntary basis, ventured into Financial Services fulltime in the year 2020.