SEBI Registered Investment Adviser Financial Planning Investment Planning Mutual Funds Insurance Tax Planning Retirement Planning Debt Management Goals Planning
Important Announcement
Vigilance Awareness Week 2025 is being observed from October 27th to November 2nd, 2025, with the theme:
सतर्कता: हमारी साझा जिम्मेदारी (“Vigilance: Our Shared Responsibility”).
All stakeholders are encouraged to participate in the e-pledge initiative by visiting the CVC portal: https://pledge.cvc.nic.in/
Simplifying the journey of our clients in achieving their financial goal
Guide 1,000 families in achieving their financial goals
Registration granted by SEBI, membership of BASL and certification from NISM in no way guarantee performance of the IA or provide any assurance of returns to investors.
Your Search for a SEBI Registered Investment Adviser and Fee-Only Financial Planner in India Ends Here
Our Services
Financial Planning
At FinSim, we offer comprehensive financial planning to help individuals and families gain clarity, confidence, and control over their finances.
Using a structured 6-step process, we create personalised roadmaps aligned with your life goals—be it retirement, children’s education, home purchase, or financial freedom. Every plan is designed to turn your aspirations into actionable milestones.
Risk Management
At FinSim, we believe risk management is the foundation of a strong financial plan. We help you identify potential risks—like medical emergencies, job loss, or liabilities—and ensure you're protected through the right insurance strategies. This proactive approach safeguards your financial goals and supports long-term stability.
Goal Planning
At FinSim, we help bring clarity and structure to your financial journey through goal-based planning. Whether you're saving for retirement, your child’s education, buying a home, or planning a dream vacation, we create tailored strategies that align your resources with your life goals. Our aim is to turn your aspirations into clear, achievable milestones.
Tax Planning
At FinSim, we offer personalised tax planning to help you reduce tax outgo while staying fully compliant with current laws. By leveraging deductions, exemptions, and tax-efficient investments, we ensure your finances are aligned with your long-term goals. Our approach helps you retain more of what you earn and make every financial decision more efficient.
For Investors, EQ is as important as IQ
About Us
About Me
With over 15 years of experience in Investment Banking Operations, 5 years of full-time practice in financial advisory, and more than two decades of personal investing and wealth creation, I’ve successfully navigated my own financial journey and achieved my goals.
I am a SEBI-Registered Investment Adviser and a Certified Financial Planner (CFP®).
When it comes to learning, we all have two choices:
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Learn by making our own mistakes
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Learn from the mistakes of others
In the early years of my life, I chose the first path. The lessons I learned—often the hard way—laid the foundation for the financial stability I enjoy today. Today, I use that experience to guide others on a more efficient and informed path to wealth creation.
You can choose to take advice from someone who is still working toward financial stability—or from someone who has already reached it. The choice is yours.
When you work with me, we’ll create a customised financial plan that reflects your:
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Family structure
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Assets and liabilities
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Cash flows
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Risk profile
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Financial goals
Beyond planning, I will handhold you through your investment journey, helping you make informed decisions at every stage.
Rest assured, you won’t be disappointed.
Established in 2020
support and guidance
Our Featured Service
Risk and Estate Planning
Retirement Goal
Planning for Child Education
Tax planning
Started
in 2020
Need to start somewhere 😉
Our mission is to assist atleast 1,000 families in achieving the financial goals in a systematic and organised manner.
CLIENT TESTIMONIALS
