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.
Post Graduate Diploma In Management
Mutual Funds / Bonds
Financial Plan creation
Retirement Planning NPS
Portfolio Management
Advanced tax planning
Health Insurance
Financial Planning Disabled children
Tax planning for business owners
Retirement Planning /Insurance
Life Insurance
Basic Tax Planning
NRI Financial Planning No
No
Post Graduate Diploma In Management
150
55
Yearly
My fees vary depending on the case. I may charge a fixed amount or a percentage based on the asset or portfolio value.
No
Both(Physical/Online)
Yearly
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