Independent Individual Adviser with 3 decades of work experience in the Capital Markets.
My focus is on providing the right products to meet clients’ needs, ensuring transparency in dealings, and strictly following ethics.
I worked with leading investment advisory firms but the corporate sales role never allowed passionate work toward Financial Planning and Wealth Management, so dedicated wealth management focus dawned upon me only once I set up my own investment advisory firm.
After 17 years of corporate experience in 2009, I set up a wealth management company named BITS Portfolio Advisers Pvt Ltd with 3 of my associates.
Through my solo practice, I have been able to work closely and dedicatedly with my clients and ensured that they have achieved all their financial aspirations.
Additionally, I’m proud to have serviced independent and high-profiled women to streamline their finances. I wish to contribute to the financial wellbeing of as many individuals and their families as possible.
-Commitment to Clients
-Wealth Management delivering peace of mind
-Establish me as the most credible investment adviser
-Create strong relationship with lifelong commitment