SEBI Registered RA & RIA

Private Wealth
& Macro Insights.

I blend rigorous macroeconomic research with strategic asset allocation to construct robust portfolios, provide market insights, and drive private wealth management decisions.

Portfolio Performance

Equities

65%

Fixed Income

35%

Asset Allocation

Equities

60%

Fixed Inc

30%

Alts

10%

Key Risk Metrics

Portfolio Beta0.85
Sharpe Ratio1.42
Alpha Generated+2.4%
Ann. Volatility11.2%

About Me

I am a Private Wealth Manager and SEBI Registered RA & RIA, driven by a deep comprehension of global markets, macroeconomics, and strategic asset allocation.

Holding an MBA in Finance from NMIMS Mumbai, I bring a robust academic foundation to practical wealth management. I leverage market insights and advanced analytical tools to ensure clients navigate complex market conditions with confidence and clarity.

SEBI Reg.

RA & RIA

MBA Finance

NMIMS Mumbai

Wealth Management

Private advisory & strategic asset allocation tailored for optimizing client portfolios.

Macro Insights

Global market trends & economics.

Data Strategy

Quantitative portfolio tracking.

Investment Research

Deep-dive SEBI Registered RA analysis.

Certifications

Investment Advisor

National Institute of Securities Markets (NISM)

Issued Jun 2025 · Expires Jun 2028

ID: 2510183647

PMS Distributor

National Institute of Securities Markets (NISM)

Issued May 2025 · Expires May 2028

ID: 2510152342

Bloomberg Market Concepts

Bloomberg for Education

Issued Jul 2023

Excel Fundamentals – Formulas for Finance

Corporate Finance Institute

Issued Jul 2023

ID: 78241260

Introduction to Wealth Management

Corporate Finance Institute

Issued Jul 2023

ID: 78240466

Corporate Finance Fundamentals

Corporate Finance Institute

Issued Jul 2023

ID: 78237489

Accounting Fundamentals

Corporate Finance Institute

Issued Jul 2023

ID: 77557305

Let's Connect

Whether you're looking for a rigorous financial analyst, need insights synthesized into clear data visualizations, or just want to discuss market trends—I'd love to hear from you.