I run an integrated Wealth & Investment business firm - WHAT NEXT, providing tailored financial solutions backed by comprehensive research. My work spans investment solutions, including equities, mutual funds, AIFs, PMS, and portfolio management services, as well as insurance and protection planning, such as term life and retirement plans, P2P Lending, Fractional Real Estate.
My ongoing Doctor of Business Administration in Business Analytics at Golden Gate University enhances my ability to blend analytical insights with financial strategies. By leveraging my expertise in client relations, I focus on delivering data-driven financial planning that aligns with clients’ goals and fosters sustainable growth.
Practice at a glance
1
Years of Experience
60
Families Served
₹7
Crores Managed
Practice Details
Min Monthly Investment:₹1,000 & more
Min Lumpsum Investment:₹30,000 & more
Nature of earnings:Commissions
Mode of Meetings:Physical, Virtual, Hybrid (Physical + Virtual)