Financial planning is key to achieving financial well-being. It guides you through the maze of personal finance, helping you make smart choices. We equip you with the know-how and assurance to handle your money wisely and reach your financial aims. We get to know your specific financial standing, objectives, and comfort with risk. This lets us give you custom advice and plans, putting you in the driver’s seat of your financial journey.
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I''m a SEBI Registered Investment Advisor. Please find my SEBI disclosures
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Shankar gave me a simple but an important way to direct and control my money. He made me understand how easy it can be to manage my needs and wants with whatever I make.
Considering my goals and lifestyle , it is critical to allocate my resources in the most
judicious way possible. To have this foresight at my age (24) is even more critical. It sorts out so many things!
- Nikhil from Delhi
I would like to place on record that you have been taking pains to ensure that I invest in the right instruments and you have always been looking into my interest rather than your own and guiding me and updating my knowledge on the financial matters which has really helped me a lot. Thank you sir for everything you are doing for securing my retired life and helping me to live with dignity.
- Melwyn - ex TCS
Whilst financial planning is more of a skill, you have given a scientific approach to it. Complex inputs yet the output has been simple and designed such that a layman can understand. Thorough study of one’s finances and patient explaining of assumptions, rationale thereof, outcome and closure, the entire process is simple. You will surely achieve your mission of making people financially learned.
- Sachin (36) - Policy Manager at Fullerton India
I’ve been working with Shankar from the last year, and the transformation in my financial life has been remarkable. Before meeting him, I was overwhelmed with various investment options and had no clear retirement plan. Shankar simplified the complex world of finance for me. His advice is always straightforward, and he has a knack for making complicated things seem easy.
Shankar’s approach is genuinely unbiased and tailored to my specific needs. I now have a clear savings strategy, my debts are under control, and I’m well on my way to a secure retirement
- Ambesh - Founder BDA Technologies
First of all, thanks for objectively reviewing my financial health and providing suggestions to improve it. There is a big difference between using a SEBI registered investment advisor and some random youtube or social media influencer. It is important to understand that there isn''t a formula that fits all. Each one of us has a unique situation and possibly requires a unique solution. If you follow the herd and randomly go with social media influencers you are in for a wild goose chase with no possible outcome and possibly a lot of frustration. Shankar helps you understand your unique situation and guides you on what works best for you. He has a very good structured process to evaluate your current condition and his perspectives on building wealth is unique and very personalized. I recommend him if you feel stuck or unsure of your decisions. He is very knowledgeable and will help guide you or even possibly explain you the rationale behind your existing investments. I truly admire his commitment and he has been very responsive of all the questions I had for him.
- Amlan - NRI