I am a ๐ค๐๐ฎ๐น๐ถ๐ณ๐ถ๐ฒ๐ฑ ๐ฃ๐ฒ๐ฟ๐๐ผ๐ป๐ฎ๐น ๐๐ถ๐ป๐ฎ๐ป๐ฐ๐ฒ ๐ฃ๐ฟ๐ผ๐ณ๐ฒ๐๐๐ถ๐ผ๐ป๐ฎ๐น (๐ค๐ฃ๐๐ฃ) with over ๐ฎ๐ฌ ๐๐ฒ๐ฎ๐ฟ๐ ๐ผ๐ณ ๐ฒ๐ ๐ฝ๐ฒ๐ฟ๐ถ๐ฒ๐ป๐ฐ๐ฒ in the ๐ฝ๐ฒ๐ฟ๐๐ผ๐ป๐ฎ๐น ๐ณ๐ถ๐ป๐ฎ๐ป๐ฐ๐ฒ ๐ฎ๐ป๐ฑ ๐บ๐๐๐๐ฎ๐น ๐ณ๐๐ป๐ฑ ๐ถ๐ป๐ฑ๐๐๐๐ฟ๐, helping individuals and families achieve their financial goals through disciplined, customized strategies.
Throughout my journey, I have worked with some of Indiaโs leading AMCs, including ๐ฅ๐ฒ๐น๐ถ๐ฎ๐ป๐ฐ๐ฒ ๐ ๐๐๐๐ฎ๐น ๐๐๐ป๐ฑ, ๐ก๐ถ๐ฝ๐ฝ๐ผ๐ป ๐๐ป๐ฑ๐ถ๐ฎ ๐ ๐๐๐๐ฎ๐น ๐๐๐ป๐ฑ, ๐ฎ๐ป๐ฑ ๐ ๐ผ๐๐ถ๐น๐ฎ๐น ๐ข๐๐๐ฎ๐น ๐ ๐๐๐๐ฎ๐น ๐๐๐ป๐ฑ, gaining deep exposure across both ๐ฏ๐ฎ๐ฐ๐ธ-๐ผ๐ณ๐ณ๐ถ๐ฐ๐ฒ ๐ผ๐ฝ๐ฒ๐ฟ๐ฎ๐๐ถ๐ผ๐ป๐ ๐ฎ๐ป๐ฑ ๐๐ฎ๐น๐ฒ๐ & ๐ฑ๐ถ๐๐๐ฟ๐ถ๐ฏ๐๐๐ถ๐ผ๐ป. This blend of operational and frontline expertise has helped me develop a well-rounded understanding of the investment ecosystem.
Practice at a glance
20
Years of Experience
560
Families Served
โน115
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:
Licenses Held
AMFI Registered Mutual Fund Distributor
Education
Industry Education
NISM V-A โ Mutual Fund Distributors Certification
Can help you to
Plan Complete Finances
Childrenโs Goals
Organize Financials
Buy a Home
Invest for Goals
Plan Retirement
Save Taxes
Build Wealth
Make a Will / Trust
Can help you buy / invest in
Fixed Deposits & Bonds
Other Insurances
Health Insurance
Global Investing
Life Insurance
Mutual Funds
NPS & Govt Schemes
Stocks & Equity
Complimentary Services
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