Babooraj Nair

I am a CERTIFIED FINANCIAL PLANNER (CFP) and Broker Qualified Person/Principal Officer-certified wealth management professional with over 20 years of experience in financial planning, investment advisory, and client relationship management. I specialize in HNI portfolio management, tax-efficient investment strategies, retirement and estate planning, and goal-based financial solutions. My career spans leading financial institutions where I have consistently helped clients build and preserve wealth by combining in-depth market analysis with a holistic understanding of their financial objectives. With expertise in risk management, tax planning, and asset allocation, I bring a client-first approach that emphasizes trust, transparency, and measurable results.