I have over two decades of experience in Financial Services across Wealth Management and Private Banking and have been part of the core team with various organizations like Standard Chartered Bank, The Royal Bank of Scotland, Sanctum Wealth Mgmt. and Edelweiss where I was entrusted for growing one of the largest affluent banking
propositions in the country.
I have completed MMS (Finance), from Somaiya Institute of Management Studies & Research and and am a Certified Financial Planner (CFP) under the Financial Planning & Standards Board Ltd. which demonstrates a commitment to professionalism and met rigorous competency, ethics and professional practice standards to provide comprehensive wealth management services.
Specialize in investment strategy and portfolio management to acquire, preserve and grow wealth.
I believe that a product or price advantage can be always be duplicated. But a strong client partnership culture, driven by client value-creation cannot be easily replicated.
Practice at a glance
21
Years of Experience
60
Families Served
₹40
Crores Managed
Practice Details
Min Monthly Investment: --
Min Lumpsum Investment: --
Nature of earnings:Commissions
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:
Language Spoken:
Qualification Completed
CFP – Certified Financial Planner
Licenses Held
AMFI Registered Mutual Fund Distributor
IRDAI Licensed Insurance Agent (Life)
Education
Formal Education
BCom – Bachelor of Commerce
Industry Education
NISM V-A – Mutual Fund Distributors Certification
Can help you to
Plan Complete Finances
Children’s Goals
Organize Financials
Plan Retirement
Save Taxes
Build Wealth
Can help you buy / invest in
Other Insurances
Health Insurance
Global Investing
Life Insurance
Mutual Funds
Complimentary Services
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