Services
Priority DM . 2 days reply
Video meeting . 120 mins
ADVAIT Wealth Monitor - Detailed Portfolio Review
An honest, deep & data backed review of your investments!
Video meeting . 12 mins
Personal Finance Call
Ask anything about Investing & Mutual Funds?
About me
I guide Business Owners, Corporate Professionals, HNI’s, UHNI’s, Non Resident Indians, Students & Family Offices across Bharat & Globe to invest in Equity, Fixed Income, Real Estate, Gold & Global Equity through Mutual Funds — with a deep focus on research & strategic planning.
Providing ~
✅Diversified Portfolios
✅Research Backed Mutual Fund Advisory - using our in house developed “30+ Screening Parameter”. No noise, just quality.
✅Wealth Baskets for Goal Based Investments
End to End solutions, from onboarding, to compliance & managing. Tech savvy, data driven & client centric management.
An avid Reader & Writer. Political Commentator. Geopolitical Observer.
Reading interests — Finance, International Relations, Public Policy & Spirituality.
Deeply rooted in Bharatiya Culture.
Nationalist | Public Speaker