Services

Video meeting . 30 mins

Explore Private Market & Fixed Income Space

Diversify beyond markets: bonds, NCDs & more
FREE
Priority DM . 2 days reply
100
Video meeting . 15 mins
250
Video meeting . 20 mins

1:1 Mentorship for Founder's office roles

This call is for college students preferrably
500
Priority DM . 2 days reply

Wealth Management

Personal Finance Planning
100
Popular
Video meeting . 25 mins

1:1 Mentorship for Finance

This is for students in college for finance career guidance
200
Popular
Video meeting . 45 mins

Existing Portfolio Review

Get clarity on your current portfolio & gaps
500
Video meeting . 30 mins

Portfolio Construction (ERGRT Framework)

Create a portfolio aligned to your goals & risk
500

About me

I offer 1:1 guidance across portfolio management, access to private wealth market opportunities, and careers in finance & founder’s office roles. 1. Portfolio Review & Construction If you already have investments or you want to start but aren’t sure whether they’re structured well or where to start, I help you construct, review and optimize your portfolio - focusing on allocation, risk, tax efficiency, and long-term goals. I also share insights on opportunities beyond traditional investments (like bonds, NCDs, MLDs, etc.) where relevant. 2. Career Guidance (Finance and Founder's office) For students and recently graduates, I help with clarity on roles in finance (wealth management, banking, equity research, etc.),and founder office roles at startup, how to build the right skillset, and how to position yourself better for opportunities, how to find such opportunities, if you stand out maybe sharing email list of companies I made. Each session is practical, honest, and focused on giving you clear next steps - not generic advice. If you're looking for structured guidance in any of these areas, feel free to book a session.