Balkrishn Bagaria
MEET THE FOUNDER
Have you ever found yourself in a situation where your income keeps increasing, but your bank balance remains stagnant? Do you have the desire to save and invest, but are unsure of how to get started or which avenues to pursue? Are you looking to retire early but have no idea how to plan for it? These are all questions that may have plagued you since you started earning. After spending several years working in the finance industry, I decided to take on a new challenge and pursue a career as an independent financial advisor. While working at Barclays Bank as an equity division analyst, my career was on an upward trajectory, and I could have continued climbing the corporate ladder. However, I felt that there was more I could do to help people achieve their financial goals.
With my background in finance, including CA, CS, and CFA certifications, I have a wealth of knowledge when it comes to financial planning and investment strategies. I am well-equipped to transform your savings into goal-oriented wealth, and I take great pride in making your dreams a reality.
