I am a wealth management specialist with a strong background in the field of investment management and financial services.

I love meeting people. Their life stories, experiences, and circumstances fascinate me. They all are different just like no two investment structures are the same. This formidable challenge to craft solutions that are well suited to meet unique financial and life goals is what propels me to wake up every day and try to do my job earnestly. Client satisfaction is real prana for me!

Along the way, I have also picked up a great deal of expertise in the field of multi-asset investement strategies, financial planning and analysis, asset allocation, capital markets, risk management, investment due diligence, client experience, and application of behavioral finance in investment decision making.

In my earlier roles, I was also required to mentor, train, and lead large team sizes of senior private bankers spread across wide geographical areas. These assignments taught me a lot about the importance of teamwork and collaboration. By putting my coaching and mentoring skills to work, we set a few new benchmarks: a) client engagement ratio of 100%, b) less than 5% deviation in the investment sales process, C) 70% jump in the conversion of the leads.

My life changed when my wife introduced me to the Law of Attraction! It made sense and encouraged me to be better in every aspect of life. I introspected about the old belief system and adopted an action-oriented “growth mindset” philosophy to drive my decisions. I am also immensely grateful for the opportunities and the rock-solid support of friends and family.

I believe in maintaining a healthy work-life balance. My ideal vacation gear has some books and a pair of good walking shoes in it. When not poring over data and market trends, I am busy exploring and cooking new dishes and showing them off on my Instagram feed.