1-1 Financial Planning for Tech Professionals with Ankur Agrawal

You have optimized your tech career. Now let’s optimize your net worth. As someone who has achieved a reasonable financial independence, I offer you a tailored learning session based on your life stage and goals.

⚠️ Disclaimer: This is primarily tailored for Indian context. Also, I am not a SEBI-registered investment advisor or a certified financial expert. I do not sell or recommend specific stocks, mutual funds, or financial products. This session is an educational, collaborative strategy review designed to help you think about your capital more systematically.

What to expect: This is a private, 1-1 deep dive tailored for your personal balance sheet. I’ll advise on the exact financial framework, tax strategies, and asset allocations, some of which I used to turn a high tech income into lasting wealth.

Earning a high tech salary or corporate leadership income is only step one. The real challenge is managing it. Many professionals find themselves trapped in the highest tax brackets, sitting on cash because they lack time, or overexposed to company RSUs and ESOPs without a clear diversification strategy.

This is a private, confidential 1-1 advisory session tailored entirely around your unique financial situation.

We will skip the generic textbook advice and sit down to look at your personal numbers, goals, and constraints. I will share the exact frameworks, calculators, and mental models I used to navigate my own wealth journey, helping you apply them to your life.

What We Direct-Map to Your Situation:

• Your Cash Flow Architecture: Reviewing your specific income inflows to build a high-efficiency automated distribution engine for investing, expenses, and safety nets.
• Your Equity & RSU Blueprint: Looking at your current stock options or corporate equity layout to map out a risk-mitigated path for diversification.
• Your Tax Drag Minimization: Identifying structural changes and asset placements you can use to legally shelter your income from the highest tax bands.
• Your Personal Finance Stack: Giving you the exact custom spreadsheets, portfolio tracking tools, and automation workflows I use to run my finances on autopilot.