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My Approach

My clients are busy, successful people. I help them maintain their financial focus so they can achieve the financial goals that are most important to them and their families, both now and in the future.

Whether you're looking for investment strategies, retirement income, funding for your child's education, or estate or tax planning strategies, we'll work with you on your terms. We offer a broad range of financial products and services including mutual funds and certificates, as well as brokerage services and financial planning. We also offer flexibility in the way you work with us: online, with the help of an advisor, or both. The choice is yours.

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Interests

My interest and focus in life is to do my duty, without thinking about ‘little me.’ High thinking and simple living are the foundation of my practice. One of my favorite quotes: “Money is important, but not as important as character. Good character is worth more than all the money in the world.”

I have a close affinity with the Indian community. This affinity is based on strong cultural roots and an ongoing commitment to serve as a trusted advisor working closely with individuals, families and businesses to help safeguard their assets, build and manage their wealth and secure their peace of mind.

Community Participation

I am actively involved in the Indian Community and frequently participate in events organized by various non-profit organizations, including the Indian Association of Greater Boston (IAGB), the Indian Association of New Hampshire (IANH), the Indian Medical Association of New England (IMANE) and numerous other organizations.

Areas of Focus

  • Wealth Preservation Strategies
  • Small Business
  • Retirement Planning Strategies
  • Investments
  • Family Finances
  • Charitable Giving

Experience

Awards & Recognition

  • Ameriprise Circle of Success, 20011

My Videos

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My Photos Show Thumbnails

"Just in case you need to see me with a suit coat and tie!"

Photo Albums

Any client represented invests with Ameriprise Financial Services, Inc. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.