Featured
This is the first look into my 30-year journey of mentoring financial professionals. These selections showcase the core of my training philosophy, the recognition I have earned, and the practical wisdom I am dedicated to sharing. This is your starting point to becoming a true financial guardian.
Intensive Advisor Training Programs
I conduct in-depth, practical training sessions for financial professionals. These programs, like the 9-hour 360° Advisor Excellence session, focus on ethical advisory skills, digital tools, and holistic wealth management to transform you from a salesperson into a true financial guardian.
Reflections from a 30-Year Career
Experience is the best teacher. In these short videos, I answer common questions and share the honest, practical lessons I have learned over three decades in the financial services industry, covering everything from handling stress to adapting to market changes.
Credentials and Recognition
My commitment to financial excellence was recently recognized with an Honorary Doctorate in Financial Planning Management. This honor reflects my dedication to providing the highest standard of ethical and knowledgeable guidance to my clients and mentees.
A Mission for Financial Literacy
I believe financial literacy is a fundamental life skill, not a privilege. As highlighted by leaders like Tejasvi Surya, equipping young Indians with knowledge about savings, investment, and retirement planning is crucial for our nation's future, a mission I have dedicated my career to.