Financial Advisory

To Nurture your Wealth and to Build a Legacy you need a partner who has Right Expertise and Knowledge. I have 16 years experience in Wealth Advisory for HNI’s, NRI’s & Family office Solutions.

My Objective is to help people to Increase their Networth and Wealth and make them to take smarter Decisions towards Investments.

As a certified financial consultant i help my clients to invest wisely through customised & diversified solutions after reviewing their Financial Goals & Investment Objectives.

I provide one stop financial solution for all your Financial Needs & to play a Role of your Personal CFO by offering End to End Solutions for your Financial Needs and Obligations.

I believe as a custodian of your wealth, i follow a process that helps to understand your Financial Interests and objectives and recommend suitable Asset Allocation to achieve them.

Solutions Offered

  • Financial Planning
  • Legacy Planning
  • Diversification of your Wealth
  • Investment Insights
  • Asset Allocation Strategy
  • Working Capital Requirement
  • Asset Distribution
  • Wealth Management / Accumulation & Protection

Product offerings are

  • Mutual Fund
  • Direct Stock Picking Ideas and Execution
  • Private Equity & PMS ( Portfolio Management Service )
  • Life Insurance
  • Health Insurance
  • Motor Insurance & General Insurance Requirements
  • Personal Loans / Business Loan / Private Loans
  • Cash Credit / Over Draft / Bank Guarantee