About Us

Investment Banker by profession. He has rich experience in the financial services industry having worked with the largest commercial bank in India, one of the biggest Merchant banking companies and reputed family office. He specializes in Portfolio Management, Investment Advisory and Fund Raising. He a member of the prestigious MDRT (Million Dollar Round Table) club and has been a TOT (Top of the Table) and COT (Court of the Table) two of the highest accolades for financial advisors. He has been a speaker at many international and national conferences on personal finance, private equity and family office. He is the author of the book “Investing in Turbulent Times” and writes in leading financial newspapers including the Mid-Day where his column features every Monday in the finance section. He is a visiting faculty in leading management colleges in India and has been the past President of the Rotary Club and has an aim and vision of spreading financial literacy in India with a vision that every Indian is a part of the banking system in the country and benefits out of micro investing.

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