I am the fourth generation of one of India’s top business families, who got wiped out by the third generation. I made it my life’s mission to rise from the ashes and help others to take control of their destiny and prevent them from making the same mistakes my family did.

Today, I help successful first-generation wealth creators to build, manage and preserve their wealth so that the future holds as much certainty and abundance as the present. I create ‘anti-crumble’ wealth and investment strategies that create complete peace of mind for my clients.

My story begins in 1914, when my great-grandfather established our family business. Our family went on to become one of the top ten most influential industrial business owners in India in the 1960s. My grandfather then took over the business, ran it, and left it behind for the next generation.

But that was when cracks started to show in that generations-old foundation. Sadly, lack of succession planning and the lack of a wealth and investment strategy lead to the slow, steady shredding-apart of a once-iconic family business empire. 

The repercussions of that loss went far beyond dwindling bank accounts and a failing business. It tore my family apart, too. All of this left a massive impact on my life. 

The business and wealth that had taken generations to build could have lived on. But through all the dealings over the years, I saw all the lawyers and bankers cashing their mounting cheques, while my family was steadily losing out. I saw disjointed advice chip away at the business and investments one small piece at a time. 

My forefathers were too busy in their business creating fortunes but little did they focus on creating a system that protects the wealth from the uncertainties of business, family feuds - to preserve and grow it long after they were gone. What we desperately needed was someone who could guide us then. We needed an orchestrator of the solution, because it was complex and multi-faceted – like any wealth and succession plan. It involved tax accountants, trustees, investment managers, bankers, lawyers etc . But most importantly... 

I have spent 30 years in the wealth management industry, mastering the art of preventing that fate for first-generation wealth creators and their families. My mission is to become that missing maestro and companion that my family missed. 

 I do not come with a sales agenda, products or a vested interest in greed-enticing high-yield investments. I serve as the long-term wealth and investment strategist, advisor and friend, who can assure the foundation for a solid and stable future for my clients and their families.