Dubai, United Arab Emirates
+ 971 50 435 9378
Be a provider of holistic and responsible wealth management for a worry-free life.
“It takes twenty years to build a reputation and five minutes to ruin it. If you think about that, you’ll do things differently”, said Warren Buffett.
For me, integrity and diligence go hand in hand with the passion to provide excellent products and service to my clients. Acting in the clients’ interest is my priority. This is also my mandate as a Certified Financial Planner from the Chartered Insurance Institute, UK.
Being able to make a positive impact in an individual’s life inspires me every day. I am a student of the Bhagavad Gita and Srimad Bhagavatham. These two great literatures have inspired me to aim for perfection in all that I do, and to be conscious of the impact of every single action of mine. The Universe returns manifold whatever we give to others. Having experienced this many times, I strive to give my best to every individual I meet.
I am also greatly inspired by Ray Dalio’s Principles for Success wherein he explains how to handle setbacks on the way to achieving our goals. He says “By and large, life will give you what you deserve, and it doesn’t care about what you like. So, it is up to you to take full responsibility to connect what you want with what you need to do to get it, and then to do those things.”
My key skills are in the areas of budgeting, income protection, education planning and retirement planning, along with the required planning to meet your other financial goals. I can help you create your future as you desire. No man is an island, said John Donne. So, if required, when I explain the main plans to your family to bring them on board, you will have a motivated team ready to cooperate with you.
I started this company to be able to reach out to a larger audience, to enrich their lives with good avenues of investment and sound financial planning literacy, thereby leaving a profound positive impact on their net worth.
Certified Financial Planner
from the Chartered Insurance Institute, UK
NISM, India – Series XX1A certification
NISM, India – Series VA certification
Here is my story. At crossroads wondering where to head after a long association with a wealth management company, I took the road less familiar. Many well-wishers encouraged me, and my gratitude to the Universe increased manifold. The result is a company whose motto is to provide one of the best client centric wealth management experiences.
I love meeting and helping people. My knowledge of the financial world has put me in a position to assist the client in making better financial plans. This potent combination has enabled me to give my best to all I have met.
Every encounter is a learning opportunity for me. HNIs have a fascinating and positive relationship with money. This helps them attract abundance. They are always willing to know about a new concept or product and are quick in decision making. The factors that they consider while evaluating a proposal is a learning exercise for me, and I look forward to every meeting with them. My brand logo, the beautiful lotus reflects their positive attitude towards prosperity.
Quite a few people try to reinvent the wheel when it comes to their finances. Taking professional advice will help in meeting your goals with lesser effort. Time is a critical factor. A right decision delayed by a few years will have immense ramifications on your net worth. One size does not fit all. So, an investment decision taken by your neighbour or friend need not necessarily suit you too. The corpus at the end of the day might fall way short of the required amount.
What do I aim to achieve? One of them is to bridge the gap between a person’s reality and goal. Knowing that I can help you to save enough for your dream house, for children’s education, for your comfortable retirement is a very gratifying feeling. Many a time I have seen that insufficient knowledge or research is a major cause for inappropriate decisions. Children imbibe the idea about money from their parents. So, I have made it one of my missions to impart the basics of finance to children.
A very curious observation of mine is that many women, irrespective of their education, employment status and income, have stayed away from making investment decisions. So, a passion of mine is to demystify the world of finance for women too.
One of my aspirations is to advise those who want to rise above their current financial situation. This is also reflected in my brand logo, the resilient lotus, which rises above muddy waters to bloom.
Lotus is a symbol of purity, strength and resilience since it grows from the mud in sometimes murky waters, without any stains sticking to its petals. The Lotus responds only to light and opens its petals at sunrise and closes them at night.
Giving my best in everything I do has been my mantra. My brand logo is a Lotus. My name “Padma” means Lotus. Just like a lotus can thrive even in muddy waters, rising above situations to shine in all I do, has been my strength. Integrity and honesty have been the cornerstone of all my interactions.
Just like the Lotus, any of us can rise above our current situation by using the light of knowledge. Even if our past financial history has been dissatisfactory, we can show our strength and resilience by taking the right decisions with the right guidance. Just like the Lotus closes its petals at night, it will be ideal to respond to only those who add meaning to our lives and to whose lives we can positively impact.