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.
Graduate and Above
Mutual Funds / Bonds
Retirement Planning NPS
Will Planning
Health Insurance
Life Insurance
NRI Financial Planning
Financial Plan creation
Portfolio Management
Advanced tax planning
Retirement Planning /Insurance
Basic Tax Planning
Demat accounts No
Post Graduate/ Masters Degree (any)
150
50
A fixed rupee value proportional to asset or portfolio value
Yes
Both(Physical/Online)
Half-Yearly
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