Testimonials
The session was fruitful
Services
Video meeting . 30 mins
Video meeting . 30 mins
Video meeting . 30 mins
Priority DM . 2 days reply
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About me
I’m a Relationship Manager at Moneycount, where I help individuals and families build long-term wealth through personalized investment strategies and sound financial coaching.
I’ve worked closely with clients from diverse backgrounds — including salaried professionals, doctors, army personnel, and NRIs — guiding them in making confident and informed financial decisions.
I’m NISM Series 5A -certified and currently pursuing the CFP (Certified Financial Planner) designation to deepen my expertise and serve clients with the highest standards of professionalism.
At Moneycount, we offer a full range of financial services, including:
1. Portfolio Management Services (PMS)
2. Mutual Funds
3. NRI Services
4. Insurance
5. National Pension Scheme (NPS)
My approach is simple:
To be your personal financial coach — someone who listens, understands your goals, and helps you take smart, step-by-step actions to grow and protect your wealth.
Whether you’re starting your investment journey or looking to optimize an existing portfolio, I’m here to simplify the process and support you at every stage.
📍Based in Jaipur, serving clients across India and abroad.
💬 Let’s connect if you’re looking for honest, personalized, and goal-driven investment guidance.