I am registered with SEBI as an Investment Adviser and I have a diversified experience of 20+ years in financial services across savings and investment products.
In 2015, I founded Advent Financial, a boutique advisory firm with a unique and highly differentiated life-centred approach to financial planning wealth management.
I am a member of the CFA Institute, CFA Society India, ARIA (Association of Registered Investment Advisers) and my qualifications are as follows:
PGDBM – Fore School of Management, New Delhi
Certified Financial Planner (CFP CM) – Financial Planning Standards Board, USA
Registered Life Planner® – The Kinder Institute of Life Planning, USA
Through smallcase, it is my endeavour to share the knowledge regarding investments that I have learned over the years in the form of actionable investment strategies that are simple, effective and evidence based.