I am an independent financial expert featured on the Artha Sarthi platform, with a passion for helping individuals and families achieve clarity, control, and confidence in their financial lives. With years of experience in personal finance—ranging from mutual funds and insurance to retirement, taxation, and wealth creation—I offer practical, goal-based strategies tailored to your unique needs.
My mission is simple: to help you make informed decisions, avoid costly mistakes, and stay financially prepared for every stage of life. Whether you’re planning for your child’s education, buying your first home, or working toward early retirement, I’m here to guide you with honest advice, structured planning, and long-term support.
Doctorate/ PhD
Advanced tax planning
NRI Estate / Properties
Tax planning for business owners
Life Insurance
Demat accounts
Financial Plan creation
Portfolio Management
NRI Financial Planning
Health Insurance
Financial Planning Disabled children
Property / Home Insurance
Basic Tax Planning
Mutual Funds / Bonds
Retirement Planning NPS
Retirement Planning /Insurance Yes
Doctorate/ PhD
150
30
A percentage of assets or portfolio value
No
Both(Physical/Online)
Half-Yearly
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