Professional Bio
I am a Certified Financial Planner (CFP®) from FPSB, USA, a Qualified Personal Finance Professional (QPFP) from Network FP, and a Certified Insurance Advisor from the Insurance Institute of India. With over 17 years of experience in banking and insurance, including a prior association with HDFC Bank, he brings strong on-ground expertise across health, life, and general insurance.
I specialize in need-based, unbiased insurance planning with a sharp focus on timely and hassle-free claim settlement. I provide end-to-end claim support, designs customized protection solutions aligned to clients’ life stages, and conducts detailed income replacement analysis to safeguard families. Recognized as a Risk Planning Specialist, he is committed to ethical advisory, transparency, and long-term client support— before, during, and after a claim.