Advisor profile


Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Tax Planning Strategies
  • Cash Flow Management Strategies
  • Wealth Preservation Strategies
  • Family Finances
  • Investments
  • Intergenerational Planning

Education

  • MBA in Finance, Wharton, Philadelphia, Pennsylvania
  • MS in Computer Science, Villanova University, Villanova, Pennsylvania
  • Bachelor of Science in Mathematics, University of Calcutta, Calcutta, India

Interests

I have lived in the Washington D.C. area for over 20 years. In addition to my professional achievements I am an active member of my community. I enjoy donating time and financial gifts to various community projects and charitable events.

It’s safe to say the numerous successes I had over the years can be attributed to my passion for helping people, permanent desire to make a difference in people's lives through my role as a financial advisor. I believe my success can be attributed to my passion for math combined with my passion for the finance sector as a whole.

Community participation

Life member Federal Asian Pacific American Council (FAPAC), presenter at the National Conference

Awards & recognition

  • Better Business Bureau Accredited, 2007

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.