About Us

Early on, I observed that there were some people who managed their finances very well despite having limited means. And there were others who were in a financial mess, in spite of higher incomes. It got me curious, and I started learning about money management. Soon, I was helping people to save money, protect their families from financial setbacks, and meet their financial goals.

I came across a number of people who had either made financial mistakes or had no clue about their finances. Let me share two stories with you.

Nilesh was young and ambitious. He wanted to become rich and successful quickly. Acting on a friend’s tip, he invested all his money in the shares of a company. He assumed that the share price would quickly go up and he would make a big profit. Unfortunately, the company closed down, and Nilesh lost every rupee.

Priya was a young homemaker and the mother of two children. Her husband was the sole breadwinner and handled their finances. One fateful day, he met with an accident. Priya was left alone to raise the children, and totally clueless about their financial condition.

I made it my mission to create financial awareness in people like Nilesh and Priya and help them make wise money decisions.

I have been a part of the financial services industry for over 12 years. Being a Certified Financial Planner (CM) enables me to take a holistic view of my clients’ financial needs. Certified Financial Planner (CM) is a highly recognised global certification in personal finance.