About Me
With over 20 years of experience in Mumbai’s dynamic financial landscape, I bring a wealth of market wisdom and a proven track record of navigating diverse economic cycles. My approach is rooted in a customer-centric philosophy, where your unique life goals and financial security always take center stage. I specialize in simplifying complex investment strategies into personalized, goal-based roadmaps that evolve with your needs. By blending traditional trust with modern digital ease, I ensure a seamless and transparent wealth-building journey for every family I serve. My commitment is to be your steady partner in growth, helping you achieve financial freedom with confidence and clarity.
About Work Experience
I began my career mastering the art of service and efficiency at Reliance Infostreams and WNS Global Services, where I rose from a WFM Executive to Manager, sharpening my skills in large-scale operations. After further refining my management expertise at Wipro, I transitioned into the core of finance at ICICI Bank, quickly advancing from Wealth Manager to Senior Wealth Manager. Following a high-impact tenure at BeyondLife, I combined my operational discipline with my passion for client success to launch my own MFD practice in 2013.
Today, with over two decades of professional rigor, I bridge the gap between complex market dynamics and personalized financial freedom for my clients.
Experience & Qualification
Qualification
B-Com
Experience as an Advisor
27 Years
Total work Experience
12 Years
Services and Advisory Offered