Specializations: Wealth Manager
We at FinWise educate people on their financial wellness journey. We help them to do invest ment aligned with their unique life goals. I as founder bring 18 years of experience into investments. I have worked with SBI mutual funds, Motilal Oswal mutual funds, IDFC Mutual funds etc. In 2019, while working in the investment industry, I experienced two incidents that changed my perspective forever. One evening, due to an urgent work commitment, I was late picking up my six-year-old son from daycare. When I finally arrived, I found him standing outside with a security guard, covered in mosquito bites and waiting for me. That sight stayed with me. I decided to explore taking a career break to spend more time with my family. Having invested for nearly a decade, I assumed my investments would comfortably support that decision. But when I reviewed my finances, I realized they couldn’t replace my income. If someone from the investment industry struggled to achieve financial freedom, how difficult must it be for others? A few months later, I attended a conclave with affluent investors. After speaking with dozens of wealthy families, I discovered that wealth alone doesn’t guarantee financial wellbeing. Many were held back by poor asset allocation, unsuitable products, and a lack of clear financial direction. Those experiences inspired me to start FinWise. My mission is simple: to help individuals and families make informed, ethical, and confident financial decisions so they can build sustainable wealth and live life on their own terms.
Focus areas: Wealth Manager
Experience: 18 years
Languages: English
Certifications: Qualified Personal Finance Professionals (Network FP, 2023); Certified PMS Distributor (APMI, 2024); SEBI registered mutual fund distributor (AMFI, 2008)
Education: PGDBA Finance, Siva Sivani Institute of Management (2008)