Get in touch
Let's have a free, 30-minute introductory call.
No cost, no commitment for this first conversation.
Based in Dehradun. Working with clients everywhere.
Planning calls, reviews, and paperwork — all remote. Distance has never been a limiting factor.
Before you reach out
A few situations people ask about.
I'm an NRI — can you still advise me?
Not currently — I'm not taking on NRI clients at this time.
I'm just starting out and don't have much to invest yet — is it too early for a plan?
It's genuinely a good time to start early. Getting the habits and structure right from the beginning compounds — you don't need a large portfolio first.
I already have a financial plan from someone else — can you just review it?
Yes — that's my Portfolio Review service, priced at ₹10,000 as a standalone second opinion.
Do you work with couples or only individuals?
Both — I work with couples and individuals alike.
Can I schedule a meeting at a time that's convenient for me?
Yes — we'll find a slot that works for your schedule, generally during working hours.
What's the best way to reach you — email, call, or WhatsApp?
Whichever's easiest for you. Email, phone, and WhatsApp are all fine — use the contact form or the WhatsApp link above to get started.