Services

Video meeting . 30 mins

Financial planning

In depth overview of financial goals, budgeting and planning
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Popular
Video meeting . 60 mins
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About me

I help individuals build financial confidence and long-term wellbeing through clear, actionable guidance. With over 7 years of professional experience and 4+ years as a Financial Coach on TaskHuman, I’ve supported 200+ clients across 10+ countries in achieving greater control over their money and life goals. My coaching covers financial wellness, budgeting, saving strategies, money management, investment planning, retirement preparation, and debt understanding. I focus on simplifying decisions and building sustainable financial habits that last. Experience Snapshot • 5,000+ coaching hours delivered on TaskHuman • 200+ clients guided globally • Proven success improving financial literacy and confidence Credentials • MBA in Finance – IIM Udaipur • AMFI Certified Mutual Fund Distributor • IRDA Licensed Insurance Advisor