Services
Priority DM . 2 days reply
Ask an NRI Investment Question
Get a personal answer to what's on your mind.
Video meeting . 60 mins
Detailed NRI Financial Discussion — 60 Min
Discuss your investments and decisions in detail
Video meeting . 30 mins
NRI Investment Discussion — 30 Min
Talk through an investment decision with me.
About me
I have spent 20+ years in banking and financial services, working with individuals and understanding how people manage their savings, investments and financial decisions.
Today, I work with clients through AV Mutual, helping them understand and access financial products and investment opportunities available in India.
As an AMFI Registered Mutual Fund Distributor and CFP® Candidate, I work with both resident Indians and NRIs.
For NRIs living in the UAE, there can be several things to consider when dealing with finances in India — existing SIPs and mutual funds, NRE/NRO accounts, insurance policies, property investments, money being remitted to India, or simply deciding what to do with accumulated savings.
You may already have some of these in place. You may also simply have questions about whether what you are currently doing makes sense.
That's where I can have a useful conversation with you.
You can discuss your existing investments, a particular decision you are considering, or simply understand the investment options available to you as an NRI.
There is no obligation to invest in any product.
If you have a question, you can send me a Priority DM. If you would prefer to discuss your situation personally, you can book a 30-minute or 60-minute conversation through my profile.
My approach is simple: understand your situation first, discuss the available options, and only then talk about products if they are relevant.