I am a certified Financial Wellbeing Professional and Mutual Fund Distributor, dedicated to helping individuals and families make informed financial decisions. My approach focuses on understanding your goals, risk profile, and time horizon to recommend suitable mutual fund solutions. I believe in long-term wealth creation through disciplined investing, transparency, and client education, while following all regulatory and ethical guidelines.
Practice at a glance
17
Years of Experience
1763
Families Served
₹105
Crores Managed
Practice Details
Min Monthly Investment:₹5,000
Min Lumpsum Investment:₹50,000
Nature of earnings:Commissions
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, Women Investors, Senior Citizens / Retirees, Business & SME Owners, HNI Families, Doctors, Salaried Executives, Professionals (CAs, Lawyers), Armed Forces, Government Staff