About
The person
behind the
work.
I am a SEBI-registered Investment Adviser and Research Analyst based in Gurugram. I work with a small number of families and publish research for investors who prefer to think for themselves.
CFA Charterholder
CFA Institute — global standard in investment analysis
CFP Certified Financial Planner
FPSB India — comprehensive financial planning
SEBI Registered Investment Adviser
INA100001406 — individual capacity, fee-only
SEBI Registered Research Analyst
Individual capacity — Indian listed equities
The Journey
I started in financial markets over two decades ago, initially in management consulting before moving entirely to fee-only advisory. Starting a fee-only practice meant giving up the institutional backing, the brand, the salary. What it gave back was clarity — every recommendation I make exists only to serve the client in front of me, not a product shelf or a distribution target. After two decades in this, that trade still feels like the right one.
Practice Today
Today I work with a select group of families. I take on new advisory clients by application only — not because I am being precious about it, but because meaningful advice requires genuine attention.
Research
​​Alongside advisory, I publish institutional-grade equity research on Indian listed companies. The goal is to help serious investors form independent views. For those who want to go further, I also maintain a model portfolio that puts the research into practice — a concentrated set of positions built on the same frameworks, updated as expectations shift.
Philosophy
My work is built on a simple principle: if I cannot explain clearly why I am recommending something, I should not be recommending it. Good advice is not complicated — but it does require honesty, patience, and a willingness to say no when no is the right answer.