About Me
I am a seasoned financial advisor with over 15 years of experience in wealth management, investment advisory, and financial planning. Over the years, I have guided individuals, families, and businesses in building, preserving, and growing their wealth through structured strategies in equities, mutual funds, unlisted shares, and alternative investments. My approach combines quantitative research, risk-based asset allocation, and a deep understanding of client needs to deliver personalized financial solutions. With a strong focus on trust, compliance, and long-term value creation, I have helped clients navigate market cycles and achieve their financial goals with confidence.
About Work Experience
I am a seasoned financial advisor with over 15 years of experience in wealth management, investment advisory, and financial planning. Over the years, I have guided individuals, families, and businesses in building, preserving, and growing their wealth through structured strategies in equities, mutual funds, unlisted shares, and alternative investments. My approach combines quantitative research, risk-based asset allocation, and a deep understanding of client needs to deliver personalized financial solutions. With a strong focus on trust, compliance, and long-term value creation, I have helped clients navigate market cycles and achieve their financial goals with confidence.
Experience & Qualification
Qualification
MBA
Experience as an Advisor
15 Years
Total work Experience
13 Years
Services and Advisory Offered
Mutual Fund
Portfolio Management Schemes
IPOs, Bonds & NCDs