About Us

Cāpa (चाप). : in Sanskrit
1) A bow.
2) The rain-bow.
3) (In geom.) An arc of a circle.
4) The sign of the zodiac called Sagittarius..

It’s a solo effort so far and the aim is to use technology to provide access to a plethora of suitable financial products using the knowledge learnt from my CFP and QPFP certifications.

I aspire to keep the number of clients limited to a select few, thus enabling me to provide custom-tailored financial guidance, superior customer service, and precise attention to personal detail in each client relationship.

I do not track every movement of the stock market with bated breath, nor do I panic at the rise and fall of global financial tides.Aim to provide calm, clear, reasoned financial guidance. My purpose is to provide you and your loved ones with financial security that will last generations.I would love to serve as your financial sherpa on the journey of life, so you can live the adventure as you fully imagine.

You would experience continuity… now and in the years to come. That means you need not start explaining every time, from the start.Ethics & integrity are the bedrock principles on which my practice is built and I am committed to doing things transparently.If you’re interested in a path of financial wellness that will bridge your life’s dreams and desires with your fiscal means, give me a call or drop a message.....