I specialize in creating holistic financial plan for my clients and manging their wealth to achieve their life goals. I am a fee only planner i.e. I do not sell any financial products. I manage my clients life goals through various level of services which includes financial planning, wealth management, investment advisory and estate planning. You can check related details on visiting Services and about Fee Only Planner. One of the area where I also specialize is advising families having a Special Needs Child to care. I have authored a book “Financial Planning for Families Havings children with Special needs ” on this subject. To know more about me, my work, how I do it visit website. You can also check about my team at the team.
Information For You
Investor Charter
Refer our Investor Charter, as prescribed by SEBI. It contains details of service provided, Investor’s rights, dos and don’ts, responsibilities, etc.
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Investor Complaints
Refer the disclosure of Investor Complaints, as prescribed by SEBI. It contains details of grievance redressal on monthly basis – updated trackers.
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Audit Status
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What I Offer
My Blog
Fixed Deposits vs Mutual Funds
Where should you invest? Why mutual funds score over fixed deposits? Is equity or debt mutual funds
The Biggest Personal Finance Survey
What is the average earning of an Indian Citizen? How much India Saves? Where is India investing
What is Credit Utilization Ratio and Its Impact on Cibil Score?
What is Credit Utilization Ratio? How is it Calculated? How CUR impacts your Cibil Score? Can bad
Video- What is Gold Hallmarking and Its Scam ?
What is gold hallmarking? Does hallmarking makes physical gold safer to purchase? How you can avail a
Video- IRDA New Proposal and Its Impact
What are the proposal by IRDA to bring some transparency? Will it benefit investors? Can these changes
Changes in Income Tax Return Filing 2022
There are changes for income tax return filing for 2021-2022. How to file Income Tax Return? Tips
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