Services
Video meeting . 30 mins
Video meeting . 60 mins
Wealth management career mentoring
Helping professionals to build career in wealth management
Priority DM . a day reply
Video meeting . 60 mins
About me
I completed my Bachelor’s degree in Banking & Insurance from Jai Hind College, with a minor specialization in Taxation. Over the past 1.5 years, I’ve gained experience working with startups across finance and digital growth roles.
Currently, I’m preparing for the NISM Series 5A certification as I work towards building my own wealth management company. Alongside this, I’m also a finance content creator focused on simplifying complex financial concepts and making finance more accessible for everyone.
I’ve collaborated with a startup on their app growth and social media presence, and for the last 6 months, I’ve been consistently building my own content platform. I’m also actively exploring the intersection of AI and finance to understand how technology can transform financial services and education.