I am an accomplished investments and financial services professional with over 25 years cumulative experience in Canadian and Indian capital markets both as a financial services provider and as an institutional leader.• With in-depth understanding of the global economy and capital markets, I provide objective investment planning and advice, retirement and education planning services.• I am committed to keeping current on markets and macroeconomic environments to better serve my clients.Investor Education: I believe investor education is paramount. With this objective, client events on topics of investor interest are organized periodically, both individually as well as in partnership with other leading professionals. I have featured on local TV and radio to enhance investor awareness.The Process:• An initial (complimentary) meeting is set up with the investor to review their personal situation, investment preferences, risk perception, tolerance and to identify financial goals• With access to a wide range of investment products, customized investment solutions are developed using strategy, appropriate asset allocation and product mixes for managing stability and growth of a portfolio. Products such as stocks, bonds, preferreds, mutual funds, ETFs are utilized.• Implementation of investment plan occurs after client approval is received• Investment plan is monitored and updates are provided regularly • Adjustments are made to portfolios as client needs evolve