About the adviser
Experience, independenceand advice centred on you.
I help individuals and families bring structure to important financial decisions through personalised planning, clear explanations and a long-term perspective.
SEBI RegistrationINA000018939
Registration typeIndividual
Professional perspective
Financial planning should make life feel clearer—not noisier.
My work begins with understanding the person behind the numbers: your goals, responsibilities, questions and comfort with uncertainty.
With an MBA in Finance from Symbiosis Centre of Management & HRD, Pune, and more than 20 years of experience, I bring both technical context and a practical view of the decisions people face.
I believe financial empowerment comes from clear, disciplined planning. The aim is to turn complex choices into a personalised roadmap that can be understood, discussed and acted upon with greater confidence.
How I approach advice
Quiet confidence, built on clarity
The advisory relationship is designed to feel personal, understandable and focused on decisions that matter to your life.
Listen before advising
Understand your circumstances, priorities and concerns before considering recommendations.
Explain with clarity
Present the reasoning, trade-offs and next steps in language that is easier to follow.
Plan for the long term
Connect financial choices to goals, time horizons and your ability to accept risk.
Keep the relationship transparent
Make the agreed service scope and applicable fee information visible before engagement.
Professional background
Experience across investment and insurance institutions
Prudential ICICI Mutual Fund
Aditya Birla Sun Life Mutual Fund
ICICI Prudential Life Insurance
Academic foundation
MBA in Finance
Symbiosis Centre of Management & HRD, Pune
Independent and client-centered
Advice without product-sales pressure
The current practice positioning is fee-only and commission-free. Fees are paid for the agreed advisory service, not for selling financial products. Please review the Services and Pricing page for the applicable scope and fee information.
A calm next step
See whether this advisory approach fits your needs.
Schedule a conversation to understand the process, available services and what information may be needed to begin.