Investment Advisory | Mutual Fund Specialist (AMFI Registered) | Portfolio Planning & Asset Allocation | Aspiring SEBI RIA.
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I come from a finance and operations background, and currently work as an AMFI-registered Mutual Fund Distributor. I enjoy working closely with clients on portfolio construction and goal-based investing. Before this, I managed large budgets in real estate operations, which built my financial discipline. Long term, I’m working towards becoming a SEBI-registered Investment Advisor.
Right now, I advise clients on investments, focusing on asset allocation and long-term wealth creation, and have built AUM from scratch. Earlier, I managed financial operations for a portfolio of commercial properties, handling budgeting and cost optimization. I also have experience in hospitality, where I worked on revenue growth and operational efficiency.
MBA – Southern Nazarene University, Bethany, Oklahoma, USA (2021)
Bachelor of Engineering (B.E.) in Mechanical – University of Pune (2018)
Master Diploma in Engineering Design & Analysis – CADD Centre Academy (2018)
