Experienced Wealth manager with 15 years of Progressive Experience in Financial Services spanning; Financial Planning, Investment Advisory, and Risk Management.
Certified Financial Planner [CFP®] from the Financial Planning Standards Board. Graduate in Commerce and Post Graduate Diploma in Finance Management from Symbiosis.
A. Comprehensive financial planning includes goal-based planning, retirement solutions, risk management, investment advisory across multiple asset classes, succession/estate planning, and tax advisory.
B. Investment planning for Non-Resident Indians ( NRIs) and Returning Indians.
C. Treasury Management for SMEs and startups.