Equity & Debt Advisory

Long and Medium term recommendations

  • I also offer customized services such as Portfolio construction and restructuring.
  • When it comes to Equity investing, My mantra is, first protection of the invested capital and then generating returns which exceed the Equity Index returns over time.
Financial Planning

Goal based Planning

Retirement Planning

Risk Insurance / Mitigation Planning

  • I offer fee based Investment Advisory services
  • My services are non-discretionary in nature
  • I cater to both Individuals and Corporate customers
  • Offerings are based on the financial goal, time horizon, capital being invested and risk profile of the customers