He is a SEBI Registered Investment Adviser (SEBI RIA) who is practicing the Fee-Only Financial Planning Service, CFP (Certified Financial Planner) and a Blogger.
He registered as a SEBI RIA in the year 2018. He has a client base from India and across the globe.
He completed CFP (Certified Financial Planner) certification in the year 2011, (a mark of excellence granted by Financial Planning Standards Board, to individuals who meet the stringent standards of education, examination, experience, and ethics). It is the most prestigious and internationally accepted Financial Planning qualification recognized and respected by the global financial community.
His strong belief is that with constant education and awareness we can easily create a sound financial life and avoid wrong advice which may harm our future financial life.
Our mission is to awaken a financial planner inside our clients by educating, creating awareness by following the simplistic and easy to follow the approach of financial planning.
To have a positive impact on the lives of our clients by helping them achieve their financial goals and obtain peace of mind over their finances. We do this by providing holistic fee-only financial planning and investment advisory services tailored to the specific needs of each client, based on their goals and values.
We follow the fee-only financial planning service. By this process, we value our client’s needs at first as we are not associated with any Mutual Fund Companies or Insurance Companies directly or indirectly.
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