Let's talk about your Investment Plans

I am a CFA who is managing and advising family office funds and working professionals according to the risk profiles of the clients by evaluating and weighing different asset classes based on their returns & inherit risks. I have 7 years of experience in listed and unlisted shares, mutual funds, NCDs, and AIFs. Asset Under Advisory (AUA) - ₹42 Cr ($4.9Mn) as on 31st March'25

On this call, we will talk about the following:

a) The stage and shape of your financial portfolio

b) Understand the key future requirements for financial planning

c) Identify the key gaps and how I can help you achieve the same

d) Create a roadmap for you