About Me
AMFI Registered Mutual Fund & APMI PMS Distributor and IRDAI-approved Insurance Advisor with 15+ years of experience in wealth advisory. Specializing in goal-based investing, SIP planning, PMS, retirement planning, and risk management. Focused on disciplined, research-driven portfolio construction and long-term wealth creation for clients.
About Work Experience
I am a Chemical Engineering graduate with extensive professional experience spanning over four decades, including senior roles in leading Oil, Gas, Petrochemical, and Manufacturing organizations. My corporate journey helped me develop strong analytical capabilities, risk assessment skills, and disciplined decision-making frameworks.
After gaining experience in financial markets through active Forex trading for several years, I transitioned into the wealth management domain to focus on long-term and structured investment solutions for investors.
For the past 15 years, I have been actively engaged in Mutual Fund distribution, Portfolio Management Services (PMS), and financial advisory, helping individuals and families achieve their financial goals through disciplined investment strategies and research-driven portfolio construction.
My approach combines corporate governance principles, risk management expertise, and investor-centric financial planning to deliver sustainable wealth creation outcomes.
Experience & Qualification
Qualification
Wealth Advisor | MF & PMS..
Experience as an Advisor
45 Years
Total work Experience
15 Years
Services and Advisory Offered
Mutual Fund
Life Insurance
General Insurance
NPS (National Pension Scheme)
IPOs, Bonds & NCDs
Fixed Deposits