I have Fiduciary responsibility under SEBI RIA Regulations. Hence, I put my clients’ interests ahead of everything else. Trust, Ethics and Integrity are the foundations of my client engagement.
My approach is to establish a solid foundation for your financial well-being by organizing your financial life and aligning your savings and investments with your goals and objectives. The primary aim is to ensure that you have sufficient funds accessible when they are needed. The focus is on preventing significant mistakes or losses while promoting a sense of ease, convenience, and reducing the need for frequent decision-making rather than chasing the returns.
I am not affiliated (directly and indirectly) with any Mutual Fund Companies, Insurance Companies or brokers to sell you any products. I practice the fixed fee-only financial planning module, where my approach revolves around you.
It is evident that investing is a process of controlling your behavior and managing the risk than chasing the returns. Every day, you spend around 8 to 10 hours to earn money. Do you spend even 1% of the same time trying to find the best way to utilize this? While it is important to spend time trying to earn more money, it is also important for you to spend time to figure out the right way your money is invested with a proper financial planning.
We are not here to SELL any product.
We provide you an unbiased investment advisory, in the form of Fee-Only Financial Planning service.