About Me

Finance today can feel noisy and overwhelming.

Everywhere you look, there’s another “next big stock” or “can’t-miss” fund. The advice never stops — but rarely focuses on what truly matters. : you.

My approach is different. I start by understanding you — your goals, your priorities, and what you really want your money to achieve.

I have over 12 years of experience across wealth management and mutual funds. I’ve designed asset-allocation models, built risk frameworks, contributed to AI-driven investment tools and helped launch India’s first Total Market Index Fund at Groww Mutual Fund where I headed the Products vertical.

Along the way, I’ve had the privilege of learning from some of the finest fund managers in the industry — understanding what sets them apart and how disciplined, thoughtful investing creates long-term success

Today, I bring that experience to help individuals and families grow their wealth with clarity and confidence — cutting through the noise and creating plans structured towards achieving their financial milestones

Academic Qualifications :

  • CFA Level 1

  • AMFI Registered Mutual Fund Distributor

  • MBA from MDI Gurgaon

  • SEBI Registered Investment Advisor

  • Bachelor of Engineering

Why Choose Me?

As a former mutual fund & wealth head—I spot elite fund managers like a scout spots top players.

I study fund managers and stock pickers. I know:

  • Their style — growth, value, quality, macro, quant

  • Their strengths — what they do better than anyone else

  • Their weaknesses — where they struggle

  • How they perform under pressure — bull markets, bear markets, chaos

  • When to put them in the game — and when to bench them

The result?
A Winning Portfolio — Like Crafting a Champion Sports Team
by selecting the right players, for the right roles, at the right time