Personal Growth & Wealth Advisory
For individuals and families
Financial capital builds a life, but human capital builds a legacy. We integrate investment management with personal development to help you thrive in all aspects of your life. guiding individuals and families with personalized strategies for financial well-being, resilience, and a fulfilling life is very important in today's fast paced life.
Wealth & Financial Advisory (AMFI Registered MF Distributor)
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Mutual Fund Distribution – SIP, STP, SWP
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Retirement planning & financial goal mapping
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Child education and family wealth planning
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Balanced portfolio strategies for risk & growth
As an AMFI-registered mutual fund distributor, we provide tailored wealth strategies — from SIPs and retirement planning to family wealth solutions — helping clients grow steadily while managing risk. My approach to wealth advisory is deepened by formal training in Coaching & Mentoring (Miller Heiman) and Selling Skills (Huthwaite International). This unique combination means I do more than just allocate assets; I help you.
Personal Development & Well-Being Advisory
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Career clarity & decision-making guidance
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Mental wellness & resilience coaching
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Personal development, happiness, and balance
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Health & lifestyle goal-setting
Drawing on leadership experience and a holistic perspective, our life coaching empowers individuals to build resilience, achieve clarity, and create a healthier, more fulfilling balance between career and personal life. You get a Wealth Advisor who is also a certified Coach, using proven techniques to ensure your financial plan is psychologically sound and aligned with your deepest life goals.