I started my insurance career with very small step. Getting into the insurance sector I knew was a big responsibility. But I knew that with my hard work I would be able to make a difference in the lives of all my clients. Through the love & respect of all my well-wishers. I am proud to share that I have achieved the MDRT title 12 times and the prestigious TOT title once.
I am a Qualified Personal Finance Professional; I have over 20 years of experience of working in the Finance Industry. I understand the exact requirements of clients and provide them with Honest and Practical Personal Financial and Goal-based solutions and that has made me one of the most preferred Financial Professional in Mumbai.
I am currently the Head of Aarnaya Wealth Private Limited and look after the Sales and Marketing aspect of the business. I try to bring to the table from my past employment at Investors Services India Ltd & Relax with Tax Office rich experience in Team Building and Management as well as Client Acquisition. Sticking to the basics and satisfying the needs of clients has led to superior and consistent returns for Aarnaya Wealth Private Limited Clients.
I also have an intense passion for Cricket & Pranic Healing. When not working, you can find me exploring Cricket Matches & Doing Pranic Healing Practice & doing Social Work through Pranic Healing.
In this cut-throat competition, it is a big challenge to make a place for yourself and even tougher to have an identity that is unique to its own. In such a situation, it gets harder to retain the existing customers and expand the opportunities of doing more business with them. Retaining customers is a bigger challenge than acquiring new ones.
We are on mission to help millions of people to achieve their financial goals and enjoy prosperous life. We would like to take this opportunity to introduce ourselves, our company and our Unique Flexible Financial Solutions to you. We are among the top few Personal Financial Professionals in Mumbai and have been consistent performers over the last 20 years. We are currently servicing over 1500 clients, whom we take immense pride in, and which is a testimonial of our focused and professional services which we have been able to provide from the time we have been an integral part of this industry.
Since childhood, I kept hearing one line repeatedly “India is a poor country.”
But when I entered this profession, I discovered the truth. India is not poor because of lack of opportunities—it is poor because of lack of awareness. Out of 10 people, 8 do not know how to save, how to invest, or how to plan for their future.
This realization gave birth to my mission. A mission not just for myself, but for my team, my community, and for our nation. Together, we have taken a pledge: **to bring financial freedom to 10 lakh families**
Yes, 10 lakh families who will learn the power of investments, the discipline of savings, and the strength of goal-based investing.
My vision goes beyond numbers. My ultimate dream is to see *India rich again*—not just in money, but in financial wisdom, in security, and in freedom. I want every family in this country to achieve their financial goals, to live with dignity, and to pass on wealth, not worries, to the next generation.
This is not just my profession—it is my purpose. And with my team by my side, I know we will make this dream a reality.
Because when India’s people rise to financial freedom, India will rise as a nation.
Our vision is to be a trusted partner for our clients and to provide professional & personalized Goal-Based Solutions & Investment solutions to grow, protect & maximize our clients wealth over time.