My journey of becoming a SEBI registered investment advisor

I started my mutual fund investment in 2005 and got my MBA in 2014. My interest in personal finance ended up in clearing the NISM (National Institute of Securities Management) exams (XA & XB) and subsequently getting SEBI registered as investment adviser in June 2019 and since then I have been practising as a fee only advisor. I also have NISM Research Analyst certification. I became member of Fee only India (www.feeonlyindia.com) a group of flat fee advisors in 2021.

I believe that financial planning is for everyone irrespective of the income earned and starting earlier is important in reaching financial goals. I have considered discounted fee for those having lower monthly income/net worth. Please refer Services and Fees page for details.

I am based in Bhilai, Chhattisgarh. My service is available for resident individuals, families and NRIs. Anyone could avail this service irrespective of the location as the mode of discussion is through audio/video calls and emails. The services provided by me are unbiased, ethical and conflict free. I do not sell any financial product and I do not receive commission from any organization/insurance companies or fund houses. The only remuneration is the fee.

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