About

“Do not catch the Falling Knife”, was the phrase that I learnt a little late and its meaning sank in me still later. But as it is said “Better Late than Never” I learnt my lessons very soon, though “much water (has) had flown down the Hooghly River”, as I had “(do) not put all the eggs in one basket” as I am a very resilient, meticulous, strategic, calculative and adaptive person in nature.
My investment journey began in 1987, almost 35 years ago. At that time I would invest in tax saving financial products like Public Provident Fund, Life Insurance and National Savings Certificates. I added a mix of Tax Saving Bonds as I matured in my understanding of the Financial Market.

“Do not catch the Falling Knife”, was the phrase that I learned a little late and its meaning sank in me still later. But as it is said “Better Late than Never” I learnt my lessons very soon, though “much water (has) had flown down the Hooghly River”, as I had “(do) not put all the eggs in one basket” as I am a very resilient, meticulous, strategic, calculative and adaptive person in nature.

My investment journey began in 1987, almost 35 years ago. At that time I would invest in tax-saving financial products like Public Provident Fund, Life Insurance, and National Savings Certificates. I added a mix of Tax Saving Bonds as I matured in my understanding of the Financial Market.

The First share that I bought from the Primary Market was from Reliance Industries Ltd and Dabur India Ltd from the Secondary Market. These two stocks are still part of my Portfolio Basket. Mutual Funds and investments have been giving me excellent returns.

While studying in College, Professor Krishna Rao once quoted George Bernard Shaw as saying “By Willing, Visualizing and Daring a man can become a Superman”. Recalling these golden words every day, through a prudent, well-balanced investment plan, a smart strategy of risk-taking, and a goal-oriented product approach, currently, I am well poised to give back to society, what it has taught me over the past 35 years.

I have weathered many Financial Market storms, on my journey of the past three decades, inspired by the book by William Schuller titled “Tough Times Never Last, But Tough People do.” As Larry Connors has rightly said in his book titled “Buy the fear, sell the greed” has given me deep insights into the financial markets. I always tell my teenage daughter “When the going gets tough, the tough get going.”

I hold an MBA degree in Human Resources and International Business. My additional qualifications include - ISO 9001-2015 Lead Auditor, Qualified Trainer, Competent Communicator & Competent Leader (CC, CL). BSE Institute and NSE Academy have conferred expertise in Fundamental Analysis & Technical Analysis. NISM has qualified me as a Mutual Funds Distributor (Level II). I am a registered member of the AMFI regulated by SEBI. I have been a Trainer for the past 12 years and a corporate administrator for 35 years.

If you are convinced, join me on your journey of Financial Literacy, Financial Planning & Management, Investment Planning & Management, Wealth Planning & Management, Insurance Planning & Management, and Retirement Planning & Management. Thus achieve financial freedom, enjoy financial benefits, retire early and explore the world.

Get in touch with us today, if you are “Willing, Visualizing, and Daring” to march forward to financial freedom, through a Systematic, Dynamic, Diversified, Target Oriented investment journey. It will cost you only your time. click here to register

My Passion

My story is Zero to Hero. My mission is to alleviate the lives of those, who dream big and have a pro-life approach. I love to be a travel companion, to those who want to make it big in life, who have a passion for success and who can invest in themselves and are ready to tread the path less travelled.

My Goals

To spread financial literacy among the young people, who are starting their life journey standing at the crossroads, having big dreams, but do not know the path to tread. I want to be their guide, coach, mentor and beacon of light in their life. I want to accompany them on their investment journey, to make it enjoyable, successful and fulfilling.