FAQ's to Guide You
With 18+ years across banking, investments, and real estate in India and the Middle East, I offer a unique blend of regional insight and global strategy. I don’t sell off-the-shelf products — I build tailored wealth strategies that align with your goals, risk appetite, and legacy vision. It more on trust than anything else that’s all about relationship management
Unlike many institutions that focus on selling financial products, my approach begins with you — your lifestyle, your goals, your concerns. I bring strategic advisory backed by experience, not sales quotas. The advice is independent, insight-driven, and completely personalized.
I primarily work with professionals, entrepreneurs, and NRIs (especially in the UK, UAE, and India) who want to build or preserve wealth efficiently. Whether you’re just starting to grow or restructuring your portfolio for future security, there’s a tailored approach for every stage.
Absolutely. The UAE offers exciting opportunities in real estate, tax planning, and business setup. I help clients understand market dynamics, identify low-risk, high-yield options, and manage cross-border investments with clarity.
Yes. I hold an MBA in Finance, am a certified investment consultant, and lead SMS Group UAE as Managing Director. I regularly advise on liability products, high-net-worth portfolios, and asset-backed investments across multiple regions.
Not at all. Many of my clients work with me remotely — across the UK, Asia, GCC and rest of the world. With virtual consultations and digital tools, I ensure seamless planning and communication regardless of location.
Clarity. The first conversation is about understanding your needs, challenges, and ambitions — no pressure, no jargon. You’ll leave with a clear understanding of how I can help and whether we’re the right fit to work together.