I am the Co-Founder of Life & Money, a division of Accretus Solutions India, LLP. I have over 27 years of experience in sales, advertising and financial services. Since 2000, I have worked in financial services with clients across the spectrum by serving young, middle-aged and older clients.
The quest to understand myself and clients better in terms of our relationship with money and how I could help myself and my clients lead a healthy, wealthy and happy life led me to pursue and become a Financial Life Planner in 2011. Financial Life Planning is a holistic approach to help clients like you to lead a 'rich' life.
Financial Life Planning helped me find my purpose in life and that is to work with young men and women like you to help find your purpose in your lives and live your dreams . Life has come a full circle for me! Over the last few years, we have reached out to over 2000 millennials across India through our 'Life & Money' workshops.
EDUCATION AND QUALIFICATIONS
- Graduate in Physics, St.Xavier’s College, Mumbai.
- Certificate Course in Advertising Planning and Client Servicing , MICA, Ahmedabad.
- Certificate Course in Financial Life Planning, Money Quotient, U.S.A.
- Active Volunteer and Member – 2008-Present, Financial Planning Association, U.S.A.
- Co-Chair, Global Committee – 2013, Financial Planning Association, U.S.A.
- NISM Certifications for SEBI Registered Investment Adviser – Level 1 and Level 2