An Engineer & MBA with exceptional analytical skills, a deep understanding of the Financial markets & Investment products gained through 31 years of diverse professional experience.
My journey & how it started
After completing schooling from Delhi Public School, RK Puram, I pursued Mechanical Engineering from Birla Institute of Technology, Mesra, Ranchi. Immediately after my engineering, I went for my MBA to Texas A&M University, USA.
Unlike my batchmates, I chose to return to my home country and worked with a few manufacturing units. As I have always been a keen investor myself, I decided to pursue my passion as my full-time profession. I began guiding individuals to understand the nuances of Financial Investments and to help them overcome challenges in their own investment journey.
Over the last 15 years, I have helped more than 1,200 families with their investment related matters.
- Highly qualified, credible, soft-spoken professional with a client-centric approach and clear written & verbal communication.
- What sets him apart is he values his words and will not promise what cannot be delivered.
- Ability to analyse Investment products and explain the details in simple language to clients not well-versed with finance.
- The best source of rejuvenation for me is frequent vacations with family & friends. Listening to retro Bollywood music is another one. Learning to Sing has become my latest hobby.
- You can also find watching cricket and playing board games on my list of stress-busters.
- Was a Keynote speaker at Investor Awareness Session organized by Instt. Of Company Secretaries, Meerut Chapter in Dec. 2013
- NISM-Investment Adviser – Level 1 Certification – Nov. 2020
- NISM-Investment Adviser – Level 2 Certification – Nov. 2020
- NCFM – Mutual Funds Advanced Module Certification – Jan. 2018
- FPSB Certification – Retirement Planning & Employee Benefits – April 2016
- FPSB Certification – Investment Planning – March 2016
- FPSB Certification – Tax Planning & Estate Planning – May 2016
- FPSB Certification – Risk Analysis & Insurance Planning – March 2016
- NCFM-Wealth Management Module Certification – Feb. 2018
What clients say
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