.png)
Lets talk about wealth.
Wealth is not just about accumulating assets, but also about managing them in a way that aligns with one's values and priorities. This involves creating a personalized financial plan that takes into account factors such as risk tolerance, investment goals, and life circumstances.
Ultimately, my goal is to help my clients build and preserve wealth, while also ensuring that their financial plan reflects their unique needs and aspirations.
Our Expertise
As a financial advisor, I offer a range of services designed to help my clients achieve their financial goals and freedom.
Wealth Management
As a financial advisor, my goal is to help my clients build and preserve wealth through personalized wealth management strategies.
Portfolio Management
As a financial advisor, my role is to recommend and adjust the diversity of investments to ensure the best possible outcome for my clients over long-term.
Insurance Management
As a financial advisor, I help clients manage risk by assessing insurance needs, identifying coverage gaps and recommending policies.
The ‘know-nothing’ investor should practice diversification, but it is crazy if you are an expert
Askgeo offers three levels of service which is completely customized as per your goals.
What are some of your life and financial objectives?
Identifying your life and financial objectives is essential for creating a comprehensive plan. Let's discuss your goals in detail so we can develop a personalized strategy to help you achieve them.
Together, we'll navigate the path to financial success.
Where on the map are you in terms of your goals ?
Assessing your current progress towards your goals is crucial for effective financial planning. By understanding where you are on the map, we can strategize and make informed decisions to help you reach your objectives.
Let's discuss your current position and create a plan tailored to your specific needs.
What path will you be choosing to achieve your goals?
Choosing the right path to achieve your goals is crucial for financial success. Let's explore different strategies and options to create a tailored plan that aligns with your objectives.
Together, we'll navigate towards your goals with confidence and clarity.
We bring extra value to your portfolio.
Wealth is not just about accumulating assets, but also about managing them in a way that aligns with one's values and priorities. This involves creating a personalized financial plan that takes into account factors such as risk tolerance, investment goals, and life circumstances.
Ultimately, my goal is to help my clients build and preserve wealth, while also ensuring that their financial plan reflects their unique needs and aspirations.
26,22,529
Investors
133K
CR.
AUM
12%
XIRR