ABOUTUS
With over 20 years of experience in financial services, I began my journey with ICICI Securities
Wealth Management as a Branch Manager, where I developed a strong foundation in wealth
management. I then contributed my expertise at Kotak Bank in the wealth division, followed by a
role at Tata Capital, further enhancing my understanding of financial solutions.
For the past six years, I have been operating independently, providing comprehensive financial
services to a growing client base of over 220 individuals and businesses. My focus is on personalized
investment strategies, wealth management, and financial planning, ensuring tailored solutions that
align with my clients’ financial goals.
With a deep understanding of market trends and a commitment to long-term financial growth, I
strive to offer trusted advice and strategic planning that helps my clients build and preserve wealth
with confidence.