Kum

I am a Chartered Accountant (CA), Company Secretary (CS), Certified Wealth Manager (CWM, USA), Financial Planning & Wealth Management (FPWM, USA), and Personal Finance Professional (PFP) with over 15 years of experience in corporate finance, having worked with industry leaders like the TVS Group, Goldman Sachs and DuPont at various roles in Finance. As a FINANCE EDUCATOR, I have empowered over 200+ students and homemakers with actionable knowledge in personal finance, investing and trading. With 9 years of expertise in wealth management, I have served 70+ families and multiple corporates, managing an AUM exceeding 50 crores across diverse asset classes (Equities, Bonds, Mutual funds, StartUps, Unlisted, AIFs, and PMS). I am on a MISSION to simplify finance and empower everyone to achieve their FINANCIAL ABUNDANCE Confidently and Peacefully. I am a Wealth Strategist dedicated to crafting tailored financial solutions that align with each client's unique needs and aspirations.