Seasoned Financial Advisor: with a work experience of more than a decade, with leading Banking & NBFC’s. her approach combines: professionalism with a personalised touch, discretion, and a deep understanding of financial markets to ensure tailored solutions that meet each investor’s unique goals and risk profile. Her expertise extends beyond investment advisory to include comprehensive financial strategies, encompassing retirement planning, tax efficiency, and succession planning. I provided advice on Risk & Liability Management, through insurance & estate planning and other personal/financial & allied matters, ensuring a holistic approach to Wealth & Portfolio Management.