At Fortune Savvy, I run a goal-based wealth advisory practice, mapping investments to goals like education, retirement, home and family security. I build financial plans that cover asset allocation, SIP-based investing and periodic portfolio reviews.
I also deliver financial education for entrepreneurial women, helping business owners separate personal and business finances and plan for long-term wealth. For children, I teach saving, spending, earning and investing through simple, engaging lessons.
At Sportybeans, I built and managed a standalone after-school physical activity centre for children. I trained more than 4,000 children and grew the brand through partnerships with private and public schools.
My earlier work as an Equity Researcher at Hedge Equities included equity research reports, daily stock market reports and market analysis. I bring an MBA in Finance and AMFI, NISM Series V-A and NSE registrations to my financial planning work.
