I founded Lifelong Wealth with a clear vision—to provide personalized financial services that help individuals and businesses make informed investment decisions. With 20+ years of experience in capital markets and financial services, my goal is to offer strategic asset allocation, mutual fund distribution, and insurance planning tailored to each client’s needs. Our Mission At Lifelong Wealth, we focus on delivering customized financial services that align with our clients’ goals. Whether it's mutual fund investment, insurance planning, or portfolio allocation, our approach is designed to maximize financial stability and growth. Our Reach & Impact 📈 800+ Clients | ₹150 Crore+ AUM 🌍 Serving across the World thanks our new age digital infrastructure. 👥 Dedicated team for customer support. My journey Before founding Lifelong Wealth, I worked in IT industry extensively in the capital markets domain, managing key functions like asset servicing, risk management, fund accounting, banking, and insurance. As a Project Manager at Hexaware Technologies, I led teams handling critical applications for Fortune 500 companies such as Northern Trust, Citibank, and Royal & Sun Alliance Insurance. This experience gave me a deep understanding of global financial markets and investment strategies. As a part of my initiative to spread financial literacy I have conducted multiple Investor Awareness sessions reaching more than 1500 People. If you're looking for a professional help to streamline your investments as per your goals, let’s connect.