About Me

I am a SEBI Registered Investment Adviser (Reg. No. INA100000184 Individual Category), a Certified Financial Planner, Chartered Trust and Estate Planner and a Management Graduate from IIT Roorkee. I have spent 17 years in financial services advising individuals and families on their financial well being.

What I Do

I specializes in creating holistic financial plan for my clients and manging their wealth to achieve ther financial goals. I am a fee only planner i.e. I do not sell any financial products, and offer various level of services. You can check related details on  visiting  Services and about Fee Only Planner. One of the area where I specialize is advising families with Special Needs Child to care.

My Story

I advise 50 families in India and across the globe. My clients are either families who are at different stages of life or families with special needs child to care.

I have authored a book “Financial Planning for Families having Children with Special Needs” published in 2018.

My Association

1. Director in Special Needs Estate Planners Pvt. Ltd.
2. Member of The Financial Planners Guild, India

My Media Appearances

I write in many media groups like Economic Times, Dainik Bhaskar, Rashtriya Sahara & Livemint to name  a few. I have appeared in  more than 100 TV shows across Zee Busines Money Guru, Zee Business Mutual Funds Show, Times Group Property Show, Money9 Money Manager, BTVI Money Show and few others. I also appeared on FB Live at Dainik Bhaskar and done Podcast with AAJ Tak Money Show.