24/03/2026
Experienced Financial Planner with over 10+ years of expertise in wealth management, investment planning, and insurance advisory. Successfully managing a mutual fund portfolio of ₹5+ crore, serving more than 400 satisfied clients with personalized financial solutions.
Known for building long-term relationships based on trust, transparency, and consistent performance. Specialized in mutual funds, insurance planning, and goal-based financial strategies to help clients achieve financial security and growth.
Recognized for delivering reliable advisory services and being among the top performers in the insurance industry. Passionate about guiding individuals and families towards smarter financial decisions and a secure future.
