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.
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Markets, businesses, personal finance, and frameworks that change how you think. Read by serious investors across India. Free, always.
Want to work together?
Advisory engagements are by application. Research subscriptions are open. Either way, the right place to start is a conversation.