Video meeting . 30 mins

Financial Planning Quick Start

30-min financial health check and action plan
$34
Video meeting . 60 mins

Investment Strategy Masterclass

Stock selection framework used on real 8-figure portfolios
$55
Popular
Video meeting . 30 mins

Investment Strategy Quick Review

30-min portfolio review and investment direction
$34
Video meeting . 60 mins

Complete Financial Planning Session

Personalized wealth roadmap for your financial goals
$55

About me

๐Ÿ‘‹ Hi, I'm Karan! I run a 7-figure monthly revenue business and manage 8-figure investment portfolios. But here's the truth: 4 years ago, I was a salaried professional wondering how to build real wealth. Today, I teach others the exact systems I used to get here. ๐Ÿ“Š My Journey: - CFA - MBA in Finance from Premier B-School - Built a business generating โ‚น1Cr+ monthly revenue - Manage investment portfolios worth 8-figures - Worked on $2Bn+ deals in investment banking/Private equity ๐Ÿ’ฐ What I Actually Do: **As an Entrepreneur:** โ†’ Run a profitable 7-figure/month business โ†’ Built systems for scalable revenue growth โ†’ Understand what it takes to go from 0 to 1Cr+ **As an Investor:** โ†’ Manage 8-figure portfolios actively โ†’ Generated consistent returns across market cycles โ†’ Deep expertise in stocks, mutual funds, alternative investments ๐ŸŽฏ Who I Help: โœ… Salaried professionals wanting to build side income โ†’ business โœ… Entrepreneurs scaling from 6-figures to 7-figures โœ… Investors managing โ‚น10L-1Cr+ portfolios โœ… Anyone serious about building generational wealth ๐Ÿ’ก What I Teach: **Financial Planning & Investing:** - Portfolio management strategies for serious investors - Stock selection framework (that I actually use on my 8-figure portfolio) - Mutual funds & ETF allocation for wealth building - Asset allocation across equity, debt, alternatives ๐Ÿš€ My Philosophy: Real wealth = Business income + Smart investments + Tax efficiency Let's build your empire together. ๐Ÿ“ Based in Mumbai | Sessions in English/Hindi