Managing investment portfolios for individuals, families and corporates brought me different perspectives and I have realised that everyone has a unique relationship with . Some avoid it like plague, some are fearful, some lazy, some very proactive, some obsessive and few have the right balance. I worked on building my own understanding and awareness about the role that emotions, behaviours & patterns play in financial decision making . And went on to completing an intense certification course to become a money coach. Today, my passion is helping people have an empowered relationship with their money and honour the abundance in their lives.

I have 20 years of experience as an investment advisor with a leading private bank. I have managed investment portfolios from 1 cr to 5,000 crs for individuals, families and listed corporates. During my first career stint, as part of the then nascent Mutual Fund industry, I have been involved in educating thousands of people on the importance of investing. I hold a degree in Economic Hons from Delhi University and M.B.A from Xavier’s Institute of Management, Bhubaneshwar.

In my sessions I bring together my training as a money coach, 20 years of experience of managing investment portfolios and 10 years of personal learnings from my spiritual journey. I believe the money coaching process brings together the practical and psychological side of money allowing you to have a healthy disciplined approach towards managing ones finances. Recognising feelings about money, being clear about your money issues contributes greatly towards managing your finances and investing your money effectively. My intention is that every client is equipped to make clear and confident decisions around money.

I grew up feeling that there was scarcity of money. I believed that the only way to feel safe was to work hard to earn money. I carried the feeling of anxiety for many years. This started impacting my personal and professional life. It was based on fear of scarcity and anxiety of the future. After a series of life altering experiences, I began to experience the strong link between my limiting beliefs and the choices I was making. With the guidance of my money coach and spiritual coach, I was able to make a remarkable shift. I feel much more clear and confident about how I handle money. Now my decisions come from a place of strength and trust in my self.