About Us


Assist you in achieving your financial goals

Professionally I have over 15 years of experience in Investment Banking Operations. But more than this I have an experience of over 18 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 have 2 learning paths i.e.,

1. Make mistakes and learn from them

2. Learn from others mistakes.

Unfortunately, I chose Option 1 during the initial stages and have learnt from the same, which has helped me in achieving financial stability. I am using 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 – 146 & counting

Ventured into Financial Services Fulltime – 2020

Even though I have been assisting 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.

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+91 98806 27311