Right Horizons Wealth

About

At Right Horizons Wealth, I’m not about cookie-cutter advice. What works for your neighbour probably won’t work for you. I focus on building financial plans that fit your life, not just your numbers. Random investments and “chalo, let’s try this” don’t make sense to me - I want every rupee you put in to actually work for you.

Who I Help

• Retirement Planning: Whether you’re starting early or feeling you’re late to the party, I help you figure out your retirement corpus calculation and create a roadmap that matches your lifestyle goals. I break down how much you’ll need and show you tax-efficient investment strategies, like SWPs and zero-tax investments, so your savings last.
• Special Needs Planning: For families with special needs children, I know it’s not just about today. I guide you through financial planning for special needs children, including government schemes, choosing insurance, and how to set up trusts and guardianship.
• Professionals & Entrepreneurs: Doctors, working women, and business owners deal with unique money challenges. I offer advice on separating personal and business finances, building independence, and what to do after selling your business.
• NRIs: Navigating global markets is tricky. My NRI wealth management solutions cover investing through platforms like GIFT City and handling cross-border rules.
• Family Office Services: For families thinking long-term, I help with estate and succession planning, multi-generational investments, and building formal policies to keep family wealth aligned with values.

My Style

I keep things disciplined - lots of data, less guesswork. Tax planning is not an afterthought for me, it’s baked in. I want your portfolio to stand strong even when markets go up and down. If you want to start, I offer a no-obligation review to show you where you stand and what’s possible.