About Me

I have always been fascinated by financial markets, and have been an active participant for more than 15 years. Like most beginners, I rode the highs and lows of investing early on. Chased the multi-baggers, had my share of hits and misses.Only a few years and several unmet goals later, did I realize the importance of managing ones finances.

Managing our own finances or what is known as Investment Management is so vastly different than just chasing returns.  Investment choices and building portfolio is NOT a one-size-fits-all thing. It varies from person to person, age to age and lifestyle to lifestyle.  Even for the same person it usually varies at different stages of his/her life. 

A good financial plan should take into account all these, the appetite for risk taking, the need for planned expenses and commitments that must be met at various stages of life. As you have probably guessed, drawing up a financial plan is not just a one-time exercise.  As the world keeps changing, as new financial products come into fore, as your needs / wants / opportunities / returns keep changing, the plan must be reviewed regularly to stay relevant. 

It is my duty to not only help with these decisions, suggest products and strategies that meet your financial goals but also to ensure that you understand fully and are comfortable with every single financial decision that you take.

It was always my dream to help people manage their personal risk and build long-term wealth but my job in IT didn’t lend itself to that.  So, on the advice of some of my senior friends in finance who know my passion for helping people, and backed with a Masters in Business Administration and Certificate in Financial Planning, I decided to quit my job and devote full time to helping a wider array of people – and towards this end, also joined the erstwhile JGK Consultants who I believe have the right platform and tools for providing complete financial solutions.

Honesty is a very expensive gift; don't expect it from cheap people said the 'Oracle of Omaha', Mr. Warren Buffet. That will be my primary commitment to my clients. My objective is to meet people such as yourself in the early stages of your career, understand your dreams, needs and financial commitments, know your risk appetite and accordingly chart a financial plan unique to your needs for long term investment choices and wealth management. 

I have spent considerable effort in taking the lead for SRS investments in our agency; take my clients along too with the financial education which are well appreciated. I have also helped my clients relocate pension fund from NHS UK to approved QROPS schemes in India to secure their retirement needs.