Portfolio

With over 35 years of experience in multinational organizations like WS Atkins, IBM, and DP World, I bring extensive expertise in financial management.

Through strategic partnerships with top insurance providers, including Edelweiss, ICICI Prudential, Reliance Nippon, HDFC Life, HDFC Ergo, and Manipal Cigna, we offer bespoke financial solutions and health coverage plans tailored to individual, institutional, and corporate business needs. Our partnerships enable us to provide our services without any fees.

Our client-centric approach helps clients plan for wealth creation, tax savings, child education, marriage, retirement, and health insurance. As an AMFI member and Partner with Funds India, we provide expert guidance on investment planning, including:

• Mutual Funds
• ULIPs (Unit Linked Insurance Plans)
• SIPs (Systematic Investment Plans)

In addition to financial services, as an Educational Consultant, we guide students in charting their future with admissions to reputed institutions in Medical, Nursing, Pharmacy, Engineering, Management, Arts & Commerce, Marine, Law, and more.

Let us help you navigate your financial journey and career to achieve your goals.

• Certified Financial Planner and finance professional across reputed companies
• Mutual fund investments, SIP, and insurance plans that help tax savings
• Corpus for child education, marriage, and retirement plans
• Employer-employee tax savings plans under Sec. 37(1) for companies
• Educational Consultant for admissions at reputed institutions

• Member, Association of Mutual Funds India (AMFI)
• Certified Financial Planner (CFP)
• Partner with Funds India
• Educational Consultant
• Health Insurance Consultant

• Edelweiss Life
• ICICI Prudential
• Reliance Nippon
• Motilal Oswal
• HDFC Life
• HDFC Ergo
• Manipal Cigna
• Funds India