I’m a Certified Financial Planner (CFP®), Chartered Wealth Manager (CWM®), MBA , and CFA Level II candidate.
With 20+ years of leadership experience across banking, investments, and wealth management, I bring a blend of financial expertise and entrepreneurial vision. Today, I lead FinBees Wealth, a client-first wealth management company dedicated to helping individuals and families achieve financial freedom.
My career journey has been shaped by one principle: finance is not about products—it’s about people and their life goals.
I’d love to help you with your financial planning, investments, or wealth management questions. Just fill in the form below, and I’ll get back to you personally.
CFP®, CWM®, MBA
I am not only a finance strategist, but also a Professional Tenpin Bowling Player, proudly registered with the Karnataka State Tenpin Bowling Association (KSTBA). Over the past 5–6 years, I have been actively training, practicing, and participating in bowling tournaments, steadily building my profile as a competitive athlete.
Bowling, for me, is more than a sport—it is about discipline, precision, and focus. The same values that help me advise clients in finance are what guide me on the lanes: patience under pressure, consistency in performance, and resilience through challenges.
This page reflects my journey as an athlete and the dedication I bring both to the sporting arena and to my clients’ financial success.
Your financial journey deserves clarity, discipline, and a trusted guide.
Here’s how I help you turn financial goals into reality.
Personalized strategies to help you grow, protect, and manage wealth with confidence.
Smart, compliant, and effective planning to maximize savings and returns.
Workshops, blogs, and resources that simplify finance for individuals and families.
Engaging talks on wealth creation, financial literacy, and the future of investing.
Practical, easy-to-read articles on investing, tax planning, and personal finance — written to help you make smarter money decisions.
When AI Takes Your Job: A Financial Planner’s 360° Guide to Surviving Job Loss and Rebuilding Wealth with Smart Investment
As a financial planner, I’ve seen many proud parents light up when they talk about their children — their laughter,
Finbees – Empowering Your Investment Journey After spending years in the financial industry — from the traditional corridors of banking
Congratulations to our Indian Women’s Cricket Team for their historic World Cup win! 🇮🇳💙Every player in the squad showed grit,
“This Deepavali, Let’s Illuminate Our Wealth Journey” Deepavali — the festival of lights — is more than a celebration of
Fixed Deposits vs Mutual Funds: The BestInvestment Option in 2025 — A CFP’sPerspective Introduction — When Playing Safe May Cost
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