Personalized, Unbiased Financial Planning & Investment Advisory
Professional advice that focuses on you, not on selling financial products.
A plan for every stage of your financial life.
I map every option, build a written plan, and revisit it as life changes — so decisions are made on purpose, not under pressure.
Peak earning years
Age 40–55Holistic Financial Planning
One written plan covering investments, retirement, insurance and tax — the foundation for everything else.
Best for: Those ready to plan their entire financial future with intention.
Investment Planning
A focused, personalised investment strategy — for when you already know you want to invest and just need the right direction.
Best for: Investors who know what they want — and need the right direction to get there.
Retirement Planning
The corpus you need, and a withdrawal strategy that makes it last.
Best for: Making sure the retirement you've earned actually lasts.
Ongoing Financial Advisory
Continued advice to keep your financial plan and investments aligned with your changing goals.
Best for: Clients who want a partner for the journey, not just a one-time plan.
Portfolio Review
An independent review of your existing mutual fund portfolio — asset allocation, diversification, costs and goal alignment.
Best for: A candid, independent second opinion on your investments.
Financial Wellness Sessions
Practical financial education for organisations and groups — helping people make informed financial decisions.
Ideal for: Corporates · Institutions · Colleges · Housing Societies · Professional Groups
Fee: Shared based on audience, duration, format and location.
Find your fit in under a minute.
Answer four quick questions and I'll point you to the right next step — no email required.
What's on your mind right now?
Where are you in your financial life?
Have you worked with an advisor before?
What would help you most today?
Goals are easier to reach when they're written down.
A plan puts every piece of your financial life — income, expenses, insurance, investments, tax — into one picture, focused on your goals.
Read more about my planning process →Understand where you stand today — income, expenses, assets, liabilities.
Define what you're actually planning for, in real numbers.
Build a plan that gets you there without derailing your present.
Review and adjust as your income, goals and life change.
Without a plan, everything competes for attention.
A plan doesn't add more to manage — it puts what you already have in order, with your goals at the centre instead of the edge.
It starts and ends with you — not the product.
My advice starts with your goals, circumstances and risk profile — not with a product that needs to be sold. See why my approach is different →
Product-first approach
- Starts with what's being sold, not your goals
- One-size-fits-all recommendations
- No documented plan behind the suggestion
- Revisited only when there's something new to sell
- You're fitted around the product
Goal-first advice
- Starts with your goals, cash flow and time horizon
- Recommendations follow the plan, not the other way round
- Every recommendation is written down, with reasoning
- Reviewed on a schedule, not just when there's something to sell
- The product is fitted around you
Curious how I'm paid, and how that compares to other advisers? See the full breakdown →
Regulatory
Verify my SEBI registration for yourself.
RIA No. INA000023010. See my full regulatory disclosures, investor charter and grievance process.
Complaints received & resolved — August 2026
| Received from | Received | Resolved | Pending |
|---|---|---|---|
| Directly from investors | 0 | 0 | 0 |
| SEBI SCORES | 0 | 0 | 0 |
| Other sources | 0 | 0 | 0 |
| Total | 0 | 0 | 0 |