I am a SEBI Registered Investment Advisor (RIA) — Registration No. INA000019248 — committed to delivering transparent, unbiased, and research-driven financial guidance.
My passion lies in simplifying finance for the everyday investor. I believe that good advice is not about complexity, but about clarity, discipline, and helping people make informed decisions with confidence.
We work closely with individuals and families to build long-term, sustainable financial plans tailored to their unique goals and life stages.
What we Specialize In:
🔹 Comprehensive Financial Planning
End-to-end planning that covers cash flows, risk management, investments, tax efficiency, and goal-based strategies.
🔹 Investment Advisory (Fee-Only)
Advising across Mutual Funds, PMS, AIFs, and other regulated products.
We follow a no-commission, no-conflict approach and do not recommend direct stocks.
🔹 Retirement Planning
Helping clients design a secure, inflation-adjusted retirement roadmap
Practice at a glance
3
Years of Experience
30
Families Served
₹20
Crores Managed
Practice Details
Min Monthly Investment:₹25,000 & more
Min Lumpsum Investment:₹25,00,000 & more
Nature of earnings:Fees
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, Senior Management, NRI / OCI, Senior Citizens / Retirees, Business & SME Owners, Salaried Executives, Professionals (CAs, Lawyers), Founders & Entrepreneurs