
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
Our Regulatory Annual Compliance Audit Status, as required by SEBI / BASL. Click here
What I Offer
My Blog
Six Retirement Planning Mistakes to Avoid
We all make mistakes, but learning from our mistakes and identifying what mistakes to avoid can make
Retirement Options
A long drawn retirement planning is effective only when you have taken the right options.By investing in
Misconceptions in Mutual Funds
If you are an investor in Mutual Funds for last 7-8 years then probably you are one
Retirement- Is it time to plan?
For most of us ,Retirement planning is the last column in our priorities.Not that we do not
Health Insurance-What do they Cover?
One of my client’s friends was having a health insurance scheme from his employer. He resigned from
Five Questions On Term Insurance
Term Insurance– It’s a two letter word which many of the investor’s do not like to discuss
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