I am an independent financial advisor with over sixteen years of banking experience across India’s leading financial institutions. My journey began in banking, where I progressed through roles ranging from relationship manager to senior branch manager, eventually leading wealth management at the regional level at IDFC First Bank.

However, during my banking career, I discovered a fundamental limitation: banks could only offer their own products. This constraint meant I couldn’t always give my clients the complete bouquet of solutions they truly needed. That realisation drove my decision to transition to independent advisory — to break free from product limitations and build a practice centred entirely on what’s best for each client.