About Me
After a rewarding 20-year career in IT, I followed my passion for finance to become a certified Mutual Fund Distributor. I believe financial planning should be as logical and structured as writing code, which is the core of my advisory philosophy.
I am a CFP Level 4 and hold multiple NISM certifications, including for Mutual Funds, Retirement Advice, and PMS. This rigorous training, combined with my analytical IT background, allows me to cut through the noise and create clear, data-informed investment strategies.
I specialize in transforming complex financial goals—be it retirement, wealth creation, or estate planning—into a disciplined, actionable mutual fund portfolio. My goal is to be your trusted advisor, providing transparent and personalized guidance for your financial journey.
About Work Experience
I am a qualified professional, having successfully cleared all four levels of the Certified Financial Planner (CFP) certification from FPSB. My expertise is further strengthened by key certifications from NISM, including the essential Mutual Fund Distributors, Retirement Adviser, and Portfolio Management Services (PMS) Distributors certifications.
Experience & Qualification
Qualification
BE
Experience as an Advisor
21 Years
Total work Experience
4 Years
Services and Advisory Offered
Mutual Fund
Portfolio Management Schemes
NPS (National Pension Scheme)
IPOs, Bonds & NCDs
Housing Loans
Personal Loan
Gold Saving Plans
Will Writing Services
Fixed Deposits