Though Electrical Engineer by qualification, I was very keen on numbers and calculations and that made me take a deep dive into the subject of personal finance right from the beginning of my career. When I looked at the agents or advisors selling financial products to the people, I was always feeling angry about how it was getting mis-sold. No proper knowledge or information was given to the people about the product or the service provided by financial institutions, banks, or even financial advisors or agents. The main focus was only on selling the products giving the highest commission without understanding the needs and suitability of the individual.

I felt a strong desire to get into the financial services sector to educate people and create awareness of the right investment products. I began with the Mutual Funds distribution in 2018 and realized that people are not aware of the benefits of mutual funds and how it can create a huge difference in their lives by even starting a SIP of a small amount. With this, I started a mission of creating awareness of equity mutual funds because I strongly believe that with better awareness people will make better choices and will definitely get better results in the end.

In the year 2020, when the pandemic was hit, I started wondering how can I add meaningful value to the lives of the people. As the after-effects of the pandemic were huge financial crises in the families due to lockdowns and business uncertainties, one thing got proved that just having investments are not enough. Holistic financial planning is necessary to cover the financial risk, prepare for emergencies, and know the goals of your life. To get deeper insights, I pursued (Certified Financial Planner) certification, a global  professional certification in personal financial planning provided by the Financial Planning Standard Board, USA, valid in 27 countries worldwide. During the journey, I am awarded the following certifications

I left my job because I realized that as a Certified Financial Planner, I would be able to do more impactful work and leave my mark on this earth by helping thousands of people reduce their future financial worries. I am Certified by AMFI (Association of Mutual Fund of India) as Mutual Fund Distributor and I have been registered with IRDAI (Insurance Regulatory and Development Authority of India) as an insurance advisor.

I follow the core philosophy of “Placing the Client’s interest first” which has motivated me to serve my clients passionately and help them build a roadmap to achieve their financial freedom. I believe that my rich experience in the financial advisory and products  distribution space along with my professional qualifications and skills enable me to understand you and your needs, and then offer you the right strategies to achieve your goals. My vision is to bring financial discipline into the lives of thousands of people by creating awareness about financial planning and thereby ensuring that they enjoy the hassle-free journey of their life.