As a financial life planner, I intend to work with families who are serious, motivated and are interested to make positive changes in their life and personal finance with process driven money management and investment approach. I focus more on understanding them and give them solutions accordingly. I would focus more on moving towards return on LIFE rather than return on investment. Discussion would be more on financial goals and how to achieve them peacefully rather than just focusing on earning higher returns.

As a wealth manager, i will help you in preserving and / or growing your capital based on the agreed objectives. Here, we create an Investment Objective Statement (IOS) and then work around investment strategies that will help in meeting the set objectives as per the IOS. The focus would be on managing your emotions and behaviour along my advise and expertise to make sure that wealth is created and preserved as per your set objectives.

As an advisor, our endeavour is to channel hard earned household savings of people to invest in Indian Listed Equity Space in a high-quality companies which will deliver decent wealth creation to our members.
We strongly believe that “companies create wealth and not markets” and thus our focus is on identifying great businesses which can grow earnings at a faster rate for significantly long periods of time. Our investment framework FBMV (Financial- Business – Management – Valuation) helps us in identifying these companies. Thus, while investing we focus on all aspects of the company viz. quality of business, sustainability of growth, Management quality, governance and price being paid for the company.

It always great to share what you have learned and experienced with people at large which will help them to take action and inspire them towards path of financial freedom. I take speaking assignments in the field of financial planning and wealth management for advisors, corporates, group of individuals and individual coaching. God is kind enough to make me instrumental in training more than 5000 advisors and numerous Investor Awareness program in last 14 years.