Reflections: 30 Years in Finance

Over the past three decades, I have seen the financial world change dramatically. In these short videos, I answer common questions and share the lessons I have learned about building wealth, managing risk, and serving clients with integrity.

My Credentials: An Honorary Doctorate

I am deeply honored to have received an Honorary Doctorate in Financial Planning Management. This award is a testament to my three decades of dedication to my clients and my commitment to upholding the highest standards of financial advisory.

Words from My Clients & Mentor

Nothing is more rewarding than hearing about the positive impact I have had on my clients' lives. Here are a few words from the people I have had the privilege of serving and learning from over the years.

My Philosophy: Your Financial Doctor

I believe financial advice should be like a doctor's prescription: personalized, unbiased, and based on a thorough diagnosis of your situation. I am an advisor, not a salesperson, and I am here to guide you with straight talk and solutions that fit your life.

Investment Strategies for Wealth Creation

Building wealth requires a disciplined strategy, not guesswork. Here, I share proven principles and practical tips on how to make your money work for you through smart investing in tools like mutual funds and Systematic Investment Plans (SIPs).

Financial Foundations for Young Adults

If you are under 30, the financial habits you build now will define your future. I provide straightforward advice to help you start your journey on the right foot, because ಎಷ್ಟು ಬೇಗ ಆರಂಭಿಸೋದು ಅಷ್ಟೇ ಉತ್ತಮ (the sooner you start, the better).

Securing Your Family's Future

My advice is always focused on protecting your family's future, not just chasing the next hot investment. This includes creating strategies for your child's education, ensuring you have the right insurance, and building a plan that provides security for generations.

Financial Literacy for Everyone

With only a small fraction of Indians being financially literate, I am passionate about spreading awareness. Here, I share insights in both English and Kannada to help everyone understand basic financial concepts and take control of their future.

Additional Insights & Animated Explainers

Sometimes, a simple analogy or a creative visual can make a complex financial topic easier to understand. This collection includes animated videos and unique infographics that explain financial concepts in a fun and engaging way.