Advisor profile


My approach

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

  • Wealth Preservation Strategies
  • Investments
  • Small Business
  • Family Finances
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Charitable Giving
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CLTC® Certified Long Term Care®
  • CRPC® Chartered Retirement Planning Counselor℠
  • APMA® Accredited Portfolio Management Advisor℠

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.

Awards & recognition

  • Ameriprise Circle of Success, 2011

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach. Ameriprise Financial provides these advisors prioritized service and a network of expert resources to consult on complex client needs.