WHY WORK WITH ME


Why work with me or rather why I like to work with millenials like you...

According to Dr. Meg Jay, author of The Defining Decade: Why your Twenties matter and How to Make the Most of Them Now: "One good conversation, One Good Break. One Good Ted Talk can have an enormous effect across years and even generations to come." 

Hey! I am a fun and young at heart guy. I love to hang out with millennials and children. I believe millennials have immense creativity and potential to create wealth and lead a 'rich' life. I help find your purpose in life by addressing your dreams, fears, concerns, help prioritize your life, develop an action plan and gently nudge you to implement it. I believe in serving millennials like you through technology, smart tools, resources and work flow process systems which ensure that you enjoy and look forward to our service. At a cost that is easy on your pocket! You can work with me online through Skype, Google Hangout or Zoom conferencing options. I am ably assisted by my Genius colleague Heeshma who also happens to be a millennial like you.  

During our conversations and as our client-advisor relationship unfolds over a period of time, you will find me to be compassionate, empathetic, passionate, joyful, simple, honest, loyal, consistent and perseverant in my approach to help you achieve your dreams.


THE TECHNICAL STUFF

I am a SEBI Registered Investment Adviser. I work as a fee-only adviser. Which means I don’t earn any commissions on products that I recommend or provide investment advice to you. Neither will I get any commissions for Referrals to other Professionals. Nor do I have another company for distribution of products. Because as a Fiduciary, I put your interests first by working with you and help you live your dreams. So, what does all this mumbo jumbo mean to you? Huge savings translated into wealth creation over the long term. Period.

In my over 15 years of experience in financial services sector, I have seen many ups and downs in the markets. I have always focused on serving clients with simple product recommendations and advice to create and manage their wealth. This has helped my clients to have peace of mind every single day and still achieve their goals comfortably.

Apart from my passion to work with millennials like you, I do service handful of Affluent Clients. I have a long relationship and association with them. Because I am trustworthy, few of my clients are with me for almost a decade. I also help my client’s children who are millennials like you to find their purpose in life, pursue and live their dreams.