As the founder of a wealth management and investment advisory firm, I help people achieve their financial goals and aspirations through customized and holistic solutions. I have over 23 years of experience in the financial services industry and I am an AMFI Registered Mutual Fund Distributor and an AFP from the College of Financial Planning.My core competencies include wealth management, investment advisory, portfolio management, financial planning, and mutual funds. I have a solution-focused approach to address the concerns and needs of my clients and provide them with the best investment products and strategies. I am passionate about networking with inspirational people and learning from their experiences and insights. I also enjoy watching cinema and theatre shows, taking photos, and performing stand-up comedy. I am a thinker, a dreamer, and a doer!