Your Trusted Financial Planner with 20+ Years of Experience!

Welcome! I’m a seasoned financial planning professional with over 20 years of experience in the investment and insurance industry. Throughout my career, I’ve had the privilege of working in senior leadership roles at top financial institutions, where I gained deep expertise in building customized financial strategies for individuals, professionals, and families.

Over the years, I’ve helped more than 500 families successfully achieve their financial goals—from wealth creation and retirement planning to securing their children's education and ensuring long-term financial security through proper insurance coverage.

My Mission

To simplify your financial life by providing clear, honest, and actionable advice—so you can make confident decisions about your future.

What I Offer

· Goal-Based Financial Planning

· Investment Advisory (Mutual Funds, SIPs, etc.)

· Life & Health Insurance Planning

· Retirement & Pension Planning

· Tax-Efficient Strategies

· Risk Management & Wealth Protection

Why Work With Me?

·  20+ Years of Industry Experience

·  Worked in Senior Roles at Leading Financial Companies

·  Helped 500+ Families Reach Their Financial Goals

·  Personalized, Client-First Approach

·  Ethical, Transparent, and Always in Your Best Interest

Let’s plan your financial future—together.
Feel free to reach out for a free consultation and discover how I can help you turn your financial goals into reality.

Welcome to Your Trusted Financial Partner

Plan Smart. Invest Wisely. Live Confidently.

Are you looking to grow your wealth, protect your family's future, or plan for a secure retirement? With over 20 years of experience in the investment and insurance industry, I help individuals and families take control of their financial lives with confidence.

I’ve worked in senior leadership positions at top financial institutions and have successfully guided 500+ families in achieving their financial goals through customized and ethical planning.

My Promise to You

At every stage of life, your financial decisions matter. I’m here to help you make the right ones—with clarity, trust, and long-term results.

Services I Offer

 Comprehensive Financial Planning
Tailored strategies aligned with your life goals.

Investment Advisory (SIP, Mutual Funds, etc.)
Smart investing to build and grow your wealth.

Insurance Planning (Life & Health)
Protect what matters most with the right coverage.

Retirement & Pension Planning
Plan today for a stress-free tomorrow.

Tax Planning & Wealth Protection
Save smart and protect your assets.

Your goals. Your future. Let’s plan it right—together.