Services
Video meeting . 30 mins
Financial planning
In depth overview of financial goals, budgeting and planning
Video meeting . 60 mins
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