Who I am. What I believe. How I help.
I'm an MBA in Finance and an AMFI-Registered Mutual Fund Distributor. At SB Financial, I simplify money decisions for individuals and families.
I believe financial freedom isn't a dream — it’s a decision. I offer personalized strategies using SIPs, goal-based planning, and efficient portfolio structuring to turn your money into a meaningful future.
✔ Financial Planning
✔ Portfolio Review
✔ Goal-Based Investing
MBA (Finance), Certified Mutual Fund Advisor (AMFI)
2020–Present: Helped 100+ clients reach wealth milestones through smart financial strategies.