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
Health Insurance
Financial Planning Disabled children
Life Insurance
Demat accounts
Financial Plan creation
Credit Rating Improvement Program
Physical shares management
NRI Estate / Properties
Property / Home Insurance
Basic Tax Planning
Mutual Funds / Bonds
Portfolio Management
Retirement Planning /Insurance
NRI Financial Planning No
Post Graduate/ Masters Degree (any)
150
30
A percentage of assets or portfolio value
Yes
Both(Physical/Online)
Quaterly
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