Services

Video meeting . 15 mins
FREE
Video meeting . 30 mins
500
Video meeting . 30 mins
500
Popular
Video meeting . 30 mins
500

About me

With a background in finance, strategy, and client relationship management, I’ve always believed that wealth creation should be simple, transparent, and personalized — not driven by trends or quick-fix advice. After completing my PGDM in Finance and Marketing from IMI, New Delhi, clearing Level 1 of CFA, and gaining hands-on experience managing multi-asset class operations for a $40 billion hedge fund client at Arcesium, I realized a gap: Even well-informed individuals often lack clarity and direction in their financial planning. To address this, I founded Zenethics Wealth, a SEBI-compliant advisory firm under Kwatra Wealth Pvt. Ltd., built on three pillars: 📌 Clarity over complexity 📌 Ethical advising over product-pushing 📌 Relationships over transactions