I am a qualified Chartered Accountant and a Wealth Management professional. My professional journey has been an interesting one from working as a Director in corporate to building my own practice in the field of Wealth Management. When I qualified as a Chartered Accountant in 2012, the scope for CAs was increasing by leaps and bounds. Many fields which require specialization were upcoming vs practicing as CA who caters to everyone and everything. It was a difficult choice for me to make when I chose to enter the field of Wealth Management instead of an already trotted upon field like audit or tax. When I set my foot on the Wealth Management journey, the path was grossly dotted by MBAs and CFAs. However, I was passionate about Wealth Management and Personal Finance and started my journey slow and steady. My passion has helped me to cater my services to 225+ families. I am on a mission to spread financial literacy across India and impacted 1500+ people till date. I envision a time when each individual in India will have financial freedom.
I practice healthy lifestyle, yoga and meditation. I also like to write educative blogs / articles on the topic of personal finance.
I believe in giving back to the society and do my bit by speaking at various social events to spread financial literacy and serving as trustee and treasurer at Shree Lohana Vidyarthi Bhavan, Andheri. I am also associated with Ananda Sangha India and The Positivity Project to serve the society in small but meaningful ways.