I specialize in managing double-income families where two strongly opinionated individuals may come in the way of their collective financial well-being. I also specialize in helping people manage their money when they are going through planned or unplanned changes (called Transitions) in their lives like a divorce, loss of a job, major career change, marriage or re-marriage, sale of a business, loss of an earning member in the family, retirement or a pre-mature retirement. The transitions in my own life have given me deeper understanding and experience that sometimes makes it easy for me to coach people who are going through their own transitions.
I have been a financial advisor since 2011. Financial advisory is my second career. My previous career was in Information Technology space for about 15 years, specializing in consulting & relationship management, accounts management, delivery of cost-effective, complex, high-performance technology solutions in a globally distributed delivery environment. As an accomplished results-driven delivery leader, I was fortunate to strengthen my relationship management, advisory and consulting skills. Having lived in the US, Singapore, UK and China for several years, I chose to settle down in India in 2003. It was in 2010 when I realized that I need to be on my own pursuing, with passion, my purpose of helping people create a balance of wealth and happiness.