Advisor profile


What you can expect when you work with me

 At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Feel confident about your financial future.

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Saving for Education
  • Employee Stock Options
  • Small Business
  • Charitable Giving
  • Domestic Partner Planning
  • Women's Financial Strategies
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • Series 7 and 63 Licenses
  • B.S., 1979, Engineering and Economics Bombay University, Mumbai, India

Interests

  • I embark on international trips to learn about different cultures.
  • I enjoy Indian (Hindustani) and Western Classical Music.
  • I enjoy reading self-improvement, inspirational and relationship oriented non-fiction
  • I'm learning to paint in different mediums.

Community participation

  • Sponsor,Feeding America
  • Food Drive Contributor,Marlborough Food Pantry
  • Opera Worcester, Inc., Advisor to Board of Directors, Worcester, MA
  • LearnQuest Academy of Music, Advisor to Board of Directors, Waltham, MA
  • Healing Heart Hospitality House, Advisor to Board of Directors, Worcester, MA
  • Participant and Team Organizer in the Walk for ALS in Worcester, MA (2012-Present)
  • Participant and Team Organizer in the Walk to Cure Diabetes in Boston, MA (2012-Present)

Awards & recognition

  • Ameriprise Circle of Success, 2014, 2016-2019

Professional associations

  • Member, Financial Planning Association USA

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.