Testimonials
Very informative session. Gaurav offered invaluable insights into directing my savings across various investment assets, including a comprehensive mutual fund portfolio and insurance plans, all while considering my short-term and retirement goals. He also shared valuable tips and tricks for investing in direct equities. Recommended for anyone seeking holistic financial guidance.
Services
Video meeting . 30 mins
Video meeting . 30 mins
Video meeting . 90 mins
5
Video meeting . 45 mins
About me
Seasoned finance professional with a track record of success in personal finance and Indian equities. Holding all three levels of the CFA certification, I bring over three years of expertise in finance, investments and insurance and currently managing an Asset Under Management (AUM) of 1 crore+ over various asset classes.