INTERESTS

Empowering people through financial literacy

• Guiding IT professionals to achieve early and luxurious retirement
• Educating families on goal-based investing
• Helping others balance present lifestyle with future security
• Building a mission-driven brand around trust and value
• Creating simplified tools (newsletters, e-books, videos) to make finance less intimidating

EXPERIENCE

40 years in media and communication with Indian Express, Asianet, HT, and Air India's Namaskar

• Deep understanding of storytelling, messaging, and empathy—skills that now power financial advisory work
• Started a second career as a financial strategist in Dec 2023
• Currently with HDFC Life Insurance Ltd., offering both insurance and mutual fund solutions

EXPERTISE

• Comprehensive Financial Planning: Life insurance, mutual funds, emergency funds, tax saving, etc.
• Goal-Based Planning: Education, weddings, health emergencies, job transitions, and early retirement
• Communication & Client Education: LinkedIn newsletter, Facebook group, emails, and sessions
• Relationship Building: Acting as a long-term guide, not a product pusher

AUDIENCE

• Primary Audience: Mid-career IT Professionals (age 30–45, ₹2.5 lakh+/month income, married with children)
• Needs: Trustworthy guidance, simplified plans, insurance + investment strategies
• Secondary Audience: Retired bank professionals and MSME owners seeking financial growth without loans

TURNING PASSION INTO BUSINESS

• Clarity of Purpose: Helping 1,00,000 IT professionals retire early and secure their families’ futures
• Trust-Based Relationships: Acting as a strategic partner, not a seller
• Brand Building: Facebook group, LinkedIn newsletter, e-books, and campaigns
• Scalable Systems: Automating outreach with digital tools
• Niche Focus: Specializing in IT professionals for targeted impact