Services
Video meeting . 30 mins
Explore Private Market & Fixed Income Space
Diversify beyond markets: bonds, NCDs & more
Priority DM . 2 days reply
Video meeting . 15 mins
Video meeting . 20 mins
1:1 Mentorship for Founder's office roles
This call is for college students preferrably
Priority DM . 2 days reply
Wealth Management
Personal Finance Planning
Video meeting . 25 mins
1:1 Mentorship for Finance
This is for students in college for finance career guidance
Video meeting . 45 mins
Existing Portfolio Review
Get clarity on your current portfolio & gaps
Video meeting . 30 mins
Portfolio Construction (ERGRT Framework)
Create a portfolio aligned to your goals & risk
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.