26 years of experience in wealth management and financial education and inclusion. My passion is to empower millions of working Indians by providing them the tools needed to manage their personal finance and be financially independent.
I have worked in reputed financial institutions (Birla Sunlife, Citibank and Deutsche Bank) for over 10 years in Wealth management. I handled large investment portfolios in Private Banks and won the highest level of recognition multiple times (Asia Pac level awards twice in 2004 and 2005 and India awards several times in Citibank).
I have deep knowledge and expertise in an array of financial products (fixed income, equities, alternate investments, structured products, etc) and have experienced various phases in the markets which helps me in providing appropriate response to investment needs. As a financial coach, I partner with individuals by understanding their life plan, creating a money map to align with it and devising and executing their wealth strategy.
Basis my expertise in wealth management and recognizing the need for financial empowerment for the educated in India, I started Finsafe, a financial education company. Till date, more than 1,50,000 people have been trained across India. This effort has been recognized in the form of CNBC grand Jury Prize for work done towards financial education and inclusion, at the Financial Advisor Awards 2015 & 2017.
I write monthly columns for Mint, Moneycontrol, Deccan Herald and regularly provide expert views on Zee Business, ET NOW, CNBC, Bloomberg Quint. Radio One, Hubbis, Economic Times, Business Standard, Financial Express.