I am an experienced Insurance and Investment Consultant with over 5 years of experience in the financial services industry and more than 25 years of leadership experience in the IT sector. My expertise lies in selecting accurate policies, analysing mutual fund schemes, and implementing structured wealth planning. As an AMFI-certified Mutual Fund Distributor and Broker Qualified Person in Insurance, I combine strong domain knowledge with my background as a Business Automation Coach to provide data-driven and technology-enabled financial advisory services. I serve multiple HNI clients, ensuring personalised guidance, compliance-driven recommendations, and long-term financial growth.
Practice at a glance
6
Years of Experience
400
Families Served
₹30
Crores Managed
Practice Details
Min Monthly Investment:₹10,000
Min Lumpsum Investment:₹50,000
Nature of earnings:Hybrid (Comissions + Fees)
Mode of Meetings:Physical, Virtual, Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, Senior Management, NRI / OCI, Women Investors, Senior Citizens / Retirees, Doctors, Salaried Executives, Professionals (CAs, Lawyers), Founders & Entrepreneurs, Armed Forces, Government Staff
Language Spoken:Hindi, English
Qualification Completed
MBA (Finance / Investments)
Licenses Held
AMFI Registered Mutual Fund Distributor
ARN-251457
Education
Formal Education
BSc – Bachelor of Science, MBA – Master of Business Administration
Industry Education
NISM V-A – Mutual Fund Distributors Certification
Can help you to
Plan Complete Finances
Children’s Goals
Organize Financials
Invest for Goals
Plan Retirement
Save Taxes
Build Wealth
Financial Freedom
Buy Right Insurance
Reduce Loans & Debt
Create Emergency Fund
Can help you buy / invest in
Other Insurances
Health Insurance
Life Insurance
Mutual Funds
NPS & Govt Schemes
Loan Against Securities
PMS
Complimentary Services
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