“If you fail to plan, you are planning to fail.” – Benjamin Franklin

What can I help you with?

Whether you are an individual who is worried about their planning their financial future or a small business owner who is planning their management strategy, a solid investment or financial management plan will go a long way to mitigate those worries. Whether you are 16 or 60, following a financial plan will help you achieve financial goals thereby making life an enjoyable experience.

I can assist in creating sound investment and management plans through a framework which will address both return objectives and risks and constraints and which will be customized for the respective individual / business.

About me:

I’m a Chartered Accountant (ACA), a Certified Public Accountant (CPA) and a Chartered Financial Analyst (CFA) having a work experience of 10 years, during the course of which, I was involved in the audit of many large, medium and small enterprises. I would like to leverage this experience in solving financial problems /addressing risks faced by individuals / small business owners.

Education

• B.Com ( 2003 – 2006 ) Loyola College, Chennai
• ACA ( 2003 – 2011 ) Institute of Chartered Accountants of India
• CPA ( 2014 – 2017 ) Alaska State Board Of Accountancy
• CFA ( 2014 – 2019 ) CFA Institute

Specializations

• Financial Consultant

Languages

• English
• Hindi
• Malayalam

Registrations

• CA – 234329, CPA (Alaska) – 117876, CFA – 231166