Our Services

As a SEBI-registered Investment Adviser, I follow a non-discretionary and fee-only model for providing my services. This means I do not earn commissions or incentives from product providers, ensuring that my advice remains independent, transparent, and entirely in your best interest.

I believe financial planning is not just about investing money — it is about building clarity, confidence, and peace of mind for your future. Every individual has unique goals, responsibilities, and risk comfort levels. My role is to understand your journey, align your financial decisions with your aspirations, and guide you with discipline and research-driven insights.

Rather than chasing short-term gains, I emphasize long-term wealth creation, risk management, and financial security. By blending sound planning with continuous monitoring, my focus is to help you stay on track through different market cycles and life stages.

Financial Planning & Goal-Based Advisory

  • Goal-based planning (retirement, education, home, travel, wealth creation)
  • Emergency fund and cash flow planning
  • Insurance need analysis (term, health, critical illness)
  • Tax-efficient investment strategies

Portfolio Construction & Investment Advisory

  • Mutual funds (equity, debt, hybrid, index, direct plans)
  • Direct equity (buy/hold/sell recommendations)
  • Bonds, government securities, and fixed income instruments
  • ETFs, REITs, AIFs (advisory only)
  • SIP/STP/SWP strategy formulation
  • Diversified asset allocation across equities, debt, and alternatives

Portfolio Monitoring & Risk Management

  • Periodic portfolio review and rebalancing recommendations
  • Deviation analysis vs. goals and benchmarks
  • Risk-adjusted return evaluation
  • Guidance during market volatility and behavioral coaching for investor discipline

Retirement & Estate Planning

  • Long-term retirement planning and income generation strategies
  • Succession and estate planning (in collaboration with legal professionals)
  • Wealth transfer planning for future generations

Specialized Advisory Services

  • NRI-focused investment planning
  • Women-centric financial confidence building
  • Strategies tailored for unique life stages and circumstances

Investor Awareness & Education

  • Educational newsletters and blogs on personal finance
  • Investor workshops and webinars for financial literacy

Guiding Your Goals Into Reality

Take the first step toward financial clarity.