Services
Video meeting . 30 mins
Investment Guidance on Mutual funds & Insurance
Review of Existing Investment Portfolio
About me
Helping 400+ Families Build Wealth with Confidence
With over 15 years of experience as a trusted Investment Advisor, I manage a portfolio exceeding ₹40 Crores, guiding clients across India in achieving their retirement, financial, and lifestyle goals.
I specialize in:
✔️ Goal-Based Financial Planning
✔️ Retirement Planning
✔️ Mutual Funds & Insurance Solutions
✔️ PMS & AIF Advisory
✔️ PropTech Investments
✔️ Startup & Alternative Investments
Whether you're planning for your child's education, your dream retirement, or exploring high-growth opportunities, I provide personalized strategies to grow and protect your wealth.