I come from a business family, where finance was always part of the conversation. This natural interest led me to become a financial adviser.
My journey started in Mumbai during my Chartered Accountant (CA) studies, where auditing treasury books for major banks fueled my passion for finance. As a Chartered Accountant, I became a Bond Market dealer with a prominent Indian listed company, gaining insights into this less known but widely used financial market.
To deepen my expertise, I pursued and successfully cleared all three levels of the Chartered Financial Analyst (CFA) certification. With over a decade in the financial services industry, I bring extensive knowledge to the table.
Joining Way2wealth Advisers in March 2020 amid the global challenges of Covid-19 only deepened my commitment to guiding people through smart money decisions. The excitement of discussing finance and all things related to money is not just a job for me; it’s a privilege. I find fulfillment in using my skills to help individuals grow and safeguard their hard-earned money.
My vision is clear: to help individuals in making astute financial choices that strike a balance between enjoying life today and building an ideal future. I firmly believe that taking action is the most powerful step one can take in managing money effectively. Reach out to us, and together, let’s transform your money game!
Qualifications: Diploma in Financial Planning (DFP), Chartered Financial Analyst (CFA – cleared all three levels), Chartered Accountant (CA India), Bachelor of Commerce (B. COM.)
