About
Mission and Values
Mission
Our mission is to deliver the right personalised solutions at the right time because financial needs vary with age, income, and lifestyle. The end goal - client should sleep peacefully knowing their financial goals are taken care of!
Our approach is rooted in discovering what makes money meaningful to our clients and nurturing lifelong partnerships with them. We committed to seeing our clients’ full financial picture so that we can give them the best options and strategies to stay on track toward their goals today, tomorrow, and throughout all life’s changes.
Values
Building long-lasting relationships based on trust, integrity, and transparency is at the core of my practice. I believe that managing finances effectively is not just about numbers—it's about understanding client's aspirations and helping them fulfil their goals.
Qualifications and Experience
Experience
With more than 4+ years of experience in the Personal Finance industry, we have helped 90+ families and counting, fulfil their financial goals.
Degrees and Certifications
B.A. LLB(Hons.), PGDM (IB)
Past and Current Certifications - NISM Investment Advisor Level 1 (X-A), NISM Investment Advisor Level 2 (X-B), NISM Mutual Fund Distributor (V-A), IRDAI Insurance Agent (IC-38)