I am a SEBI Registered Investment Adviser (RIA) and founder of GoalBridge. I am an MBA in finance, Certified Financial Planner (CFP) and also a Qualified Personal Finance Professional (QPFP) with over 15 years of experience in Research and Personal Finance.
When I stumbled upon reading about a financial plan in a daily leading newspaper in 2008, I was fascinated. I just loved the idea of goal-based financial planning which included all the aspects of personal finance and not just investments.
I couldn’t start to fathom the enormous benefit financial planning in India could have on numerous financial lives. Quitting a lucrative Research job, I switched to the financial advisory profession. I knew advisory was the future ahead of this industry which otherwise has been primarily sales focused.
I could clearly see a huge gap between product sellers and product buyers and the genuine need for honest, unbiased, well-researched quality financial advice. I realised this in the truest sense when I prepared the first financial plan of me and my spouse around a decade back and have been reaping the benefits ever since.
With SEBI regulations drawing a clear demarcation between Investment Advisers and Distributors, I applied for the SEBI license and became an RIA. Besides financial planning, I am also passionate about financial literacy and conduct online and offline investor awareness programs (IAPs) in the corporate and educational institutions.