As the Founding Director of Growwize Wealth Private Limited, an AMFI registered Mutual Fund Distribution firm, I bring over two decades of experience in Taxation, Personal Finance, and Investment Advisory. Backed by my Chartered Accountancy qualification, my goal is to simplify and streamline wealth management for individuals, families, and businesses through tailored, holistic financial solutions all under one roof.
My passion extends beyond wealth management into mentoring startups, particularly in the technology space. Over the years, I’ve partnered with several emerging companies, supporting their growth journeys by implementing efficient Accounting, Payroll, and Financial Reporting systems.
With a strong foundation built through my experience at leading institutions like PwC, Edelweiss, and Credit Suisse, I offer clients valuable insights into Financial Risk Management and Strategic Financial Planning. At GrowWize, my mission is to help clients overcome challenges, make informed
Practice at a glance
5
Years of Experience
150
Families Served
₹25
Crores Managed
Practice Details
Min Monthly Investment:₹10,000 & more
Min Lumpsum Investment:₹1,00,000 & more
Nature of earnings:Hybrid (Comissions + Fees)
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, Senior Management
Language Spoken:Hindi, English
Qualification Completed
CA – Chartered Accountant
Licenses Held
AMFI Registered Mutual Fund Distributor
IRDAI Licensed Insurance Agent (General)
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
Invest for Goals
Plan Retirement
Save Taxes
Build Wealth
Can help you buy / invest in
Health Insurance
Life Insurance
Mutual Funds
Complimentary Services
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