With 22+ years of experience in Wealth Management, Corporate Banking, Auditing, and Team Leadership, my mission is to help individuals, families, and institutions achieve financial clarity and long-term growth. In 2018, I founded Prowise Financial Services Pvt. Ltd., now serving 1,000+ clients across 70+ families, including many young investors beginning their wealth journey.
We provide solutions in Mutual Funds, SIPs, SWPs, Insurance, Demat, FDs, NCDs, Sovereign Bonds, and Digital Signatures with a focus on personalized financial planning. My work was recognized with the Dainik Jagran Icon of Rampur Award 2025.
Previously, I worked with IndusInd Bank and ICICI Bank, specializing in GBG, TASC, CASA, Forex, and banking operations. I am CA Inter qualified, JAIIB certified, and hold AMFI, IRDA, and NISM certifications.
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