About me

I have completed my Masters in Management Studies with a specialization in Finance, and I am a Qualified Personal Finance Professional (QPFP) with vast experience spanning management consulting, business development and strategic advisory services.

With nearly 20 years of extensive experience in the research, investment banking and financial services industry, I was involved in setting up and managing the business advisory unit of a boutique consulting firm in India, and have also served as a Director and one of the senior team members of this consulting firm.

I was exposed to personal finance and goal planning very early in my life when I learned a lot from my father who was very articulate in budgeting, planning and investing.

But during my working years, I realized that most of my friends, relatives, colleagues and their families are still unaware about simple goal planning , wealth creation and personal finance aspects.

With the objective to share my knowledge and coach these families and reach more people, I started helping families around me and now have helped several busy corporate executives, NRIs, professionals and retirees in designing their road map towards securing their financial and life goals.

Going forward, I am looking to guide and coach several families to live a HappyRich life!