Goals give you a target to achieve. Once we start tracking our goals, we know our progress and we take steps to achieve them. This brings a fiscal discipline and a feeling of certainty.

I’m passionate about helping individuals with diversifying portfolios, managing assets, analyzing market trends, and reducing financial risk. My goal? To safeguard the dreams you strive to achieve and the assets you have worked so hard to accumulate. 

I have always been fascinated about money. It took me 12 years to figure out the importance of money. To educate myself further, I did my GMITE course at IIM - Bangalore and was captivated about time value of money.  I completed my CFP certification from FPSB and utilized all my learning first on me. I am happy to impart my learning and experiences to others.