I'm the Founder of Wealth Aligned Financial Advisory, a SEBI-registered, fee-only investment advisory firm, and a Certified Financial Planner (CFP®).
I bring over 21 years of experience in global investment banking, having worked with UBS, Citi, and Nomura, including serving as Vice President at Nomura. My career has spanned investment valuations, risk management, regulatory reporting, financial governance, and leading large teams across international markets.
After spending more than two decades in institutional finance, I decided to take that experience beyond investment banks and build an independent financial advisory practice focused on helping individuals and families make better financial decisions.
Through Wealth Aligned, I'm working to bring institutional discipline to personal wealth management, with an emphasis on risk management, strategic asset allocation, comprehensive financial planning, and long-term wealth creation.
I believe good financial advice starts with understanding people, their priorities, and their relationship with money, rather than simply recommending investment products.
I'm passionate about financial literacy, investor education, behavioural finance, and entrepreneurship. I also contribute to financial publications and participate in media discussions to make financial planning more accessible and better understood.
I'm particularly interested in connecting with fellow founders, entrepreneurs, and professionals who believe in building sustainable businesses through expertise, transparency, and long-term trust.
- Intros to paying customers
- Bootstrapped, profitable founders
