Services
Video meeting . 30 mins
Video meeting . 50 mins
Video meeting . 30 mins
Video meeting . 50 mins
Video meeting . 45 mins
About me
By profession, I am a Product manager in the tech industry with a Bachelors in Computer Engineering and an MBA in General Management. But my love for personal finance dates back to long before I started my first job and continues with me till date. I believe in learning by experience & experimentation. So, if there is a topic related to finance that crosses my eyes, I learn about it, try it out and come to my own conclusion on the topic.
Over the years, I have learnt and put into motion my financial planning including budgeting, life insurance, retirement planning, stock investing, crypto portfolio building, college savings, tax planning and will & estate planning as well as investments in art & collectibles. More recently, I have learnt about company formation, corporate tax filing and bookkeeping.
So, if you have specific questions related to your scenario or just have general questions on your overall financial plan or maybe you need someone to walk with you in your journey, setup some time and I will be happy to share my experiences and learnings with you.
VERY IMPORTANT: I am not a certified CPA, CA, CFP or any other credential that begins with C. In my interactions with these professionals, I have felt they lack the holistic picture when it comes to real-world application and their recommendations often get influenced by fees & commissions. I aim to offer the best advise based on my experience tailored to your scenario.
Also, note that I am not a day trader nor I provide any advice on particular stocks or cryptocurrencies. So, do not setup time for stock/crypto recommendations. I believe in long-term wealth creation across a basket of products, so that one can live and retire comfortably while fulfilling their social obligations.