Expertise
Bringing Clarity to Your Financial Journey
My Journey
I am a Chartered Accountant who trained through a three-year articleship in income tax practice and statutory audit years that gave me a deep, ground-level understanding of how money is earned, reported, and often silently eroded.
During that time, I noticed that most people were laser-focused on saving taxes but rarely thinking about building wealth. That gap became my calling. I joined Orbit Financial Services three years ago as a Partner and Manager, where I have since helped salaried professionals, business owners, and retirees take real control of their financial lives.
My Philosophy
I believe financial planning is not about products, it is about purpose. Every rupee you earn deserves a job: aligned to your goals, protected against risk, and structured to grow intelligently over time.
My CA background means I never look at investments in isolation. I always see the full picture: your income, your tax liability, your liabilities, and your aspirations together. Honesty, transparency, and long-term thinking are non-negotiable in everything I do.
What I Do
I specialise in goal-based financial planning, mutual fund portfolio construction, tax-efficient wealth structuring, as well as financial freedom and asset allocation strategies. Whether you are just starting out or managing accumulated wealth, I build personalised plans that evolve with your life.
Certifications
Chartered Accountant — Institute of Chartered Accountants of India (ICAI)
NISM-Series-V-A: Mutual Fund Distributors Certification Examination — National Institute of Securities Markets (NISM), established by SEBI