Services
Video meeting . 15 mins
Video meeting . 30 mins
Video meeting . 30 mins
Priority DM . 2 days reply
Video meeting . 30 mins
Video meeting . 30 mins
About me
I’m a Chartered Wealth Manager (L2cleared)and Partner at Money Mantra, with 5+ years of experience in wealth advisory through firms like Kotak Securities and ICICI Securities, where I’ve served over 800+ clients.
Currently, I guide almost 100 active investors and run NS Wealth Clinic – a personal finance awareness platform focused on simplifying money matters for young earners and individuals.
My goal is to make financial planning practical and stress-free – whether it’s budgeting, tax-saving, or long-term investing.
Author of a beginner-friendly personal finance eBook
“Kickstart : A money map for beginners “
🎯 Focused on financial literacy, goal-based investing & wealth building
Let’s connect to share ideas or collaborate in simplifying personal finance.