After working for more than 25 years in different organizations (MNC/PSU) in India and UAE, I decided to take a break from the corporate world in October 2018.
Over the years, there was always an underlying doubt if I am doing the right thing with my hard earned savings. I started my mutual fund investment in 2005. The quest to learn more ended up in clearing the NISM (National Institute of Securities Management) exams (XA & XB) and subsequently getting SEBI registered as investment adviser. Never a sales person, the fiduciary requirement set by SEBI suited my profile. Now I could help others in achieving their life goals by providing customized advise.
I am based in Bhilai, Chhattisgarh. As of April 2021, there are only few SEBI RIAs in India and only 6 in Chhattisgarh. My service is available for resident individuals, families and NRIs (who plan to return to India). Anyone could avail this service irrespective of the location as the mode of discussion is through audio/video calls/emails. Direct face to face meeting is not required. The services provided by me are unbiased, ethical and conflict free. I do not sell any financial product and I do not receive commission from any organization/insurance companies or fund houses. The only remuneration is the fee.