Testimonials
I'll pay again just for the conversation, very insightful and intriguing.
Talking with Karan gave me valuable insights into investing and wealth growth. The discussion was informative, practical, and helped me build a clearer financial vision.
Karan Went into the details & gave a clearer picture of the investment portfolio! Was very helpful for me to know where to put my money
Hi Karan, I really want to thank you for the very insightful session we had. It was really helpful at this point of my financial journey. I can see the changes in my portfolio already. I will definitely recommend you for another person and personally I will be also doing another session soon. Thank you
Services
Video meeting . 30 mins
Yearly Portfolio Advisory - Discovery Call
A full year of macro-driven portfolio advisory. Yours.
Video meeting . 60 mins
5
Complete Financial Planning Session
Personalized wealth roadmap for your financial goals
Video meeting . 60 mins
In-person Meet
Meet me in Mumbai. 1-on-1. Let's talk your money
Video meeting . 30 mins
5
Financial Planning Quick Start
30-min financial health check and action plan
Video meeting . 120 mins
Portfolio Review
Deep portfolio review. Written report. Real answers.
About me
👋 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.
📊 My Journey:
- CFA
- MBA in Finance from Premier B-School
- Built a business generating ₹1Cr+ monthly revenue
- Manage investment portfolios worth 8-figures
- Worked on $2Bn+ deals in investment banking/Private equity
💰 What I Actually Do:
**As an Entrepreneur:**
→ Run a profitable 7-figure/month business
→ Built systems for scalable revenue growth
→ Understand what it takes to go from 0 to 1Cr+
**As an Investor:**
→ Manage 8-figure portfolios actively
→ Generated consistent returns across market cycles
→ Deep expertise in stocks, mutual funds, alternative investments
🎯 Who I Help:
✅ Salaried professionals wanting to build side income → business
✅ Entrepreneurs scaling from 6-figures to 7-figures
✅ Investors managing ₹10L-1Cr+ portfolios
✅ Anyone serious about building generational wealth
💡 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
🚀 My Philosophy:
Real wealth = Business income + Smart investments + Tax efficiency
Let's build your empire together.
📍 Based in Mumbai | Sessions in English/Hindi