Video meeting . 30 mins

Financial Planning Quick Start

30-min financial health check and action plan
$33
Video meeting . 60 mins

Investment Strategy Masterclass

Stock selection framework used on real 8-figure portfolios
$54
Video meeting . 30 mins

Investment Strategy Quick Review

30-min portfolio review and investment direction
$33
Video meeting . 60 mins
5

Complete Financial Planning Session

Personalized wealth roadmap for your financial goals
$54
Popular

Ratings and feedback

5/5
1 ratings
1
Testimonials
5/5
In a world flooded with information not only does he bring clarity but he comes with a sense of serene energy and clears your doubts and explains things. I HIGHLY recommend him as his words are worth your time and investment.

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