Shankar K

SEBI Registered Investment Adviser

Empowering Your Journey to Financial Success through Practical Financial Advice that You Can Count On.

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Meet Your Financial Coach

About Shankar K

Shankar is a seasoned financial research expert with more than 22+ years in the industry. He has worked with top-tier organizations like Edelweiss, Dun & Bradstreet, and NatWest. His rich experience has equipped him with deep insights into the financial world, making him a reliable guide for your financial journey.  His endeavour is to optimally invest your money so as to help achieve your financial objectives at the earliest.

Your Pathway to Financial Success

Shankar can help you navigate the complex financial landscape and achieve your goals.

Financial Planning & Advisory

With 22+ years in the industry, Shankar specialize in personalized investment strategies, retirement planning, and tax optimization. His approach is tailored to your financial goals and risk tolerance, ensuring you make informed decisions for long-term success. He focuses on asset allocation and risk management to maximize returns and minimize risks, empowering you to achieve financial well-being. such that you avoid bad decisions and poor outcomes in your investment journey. 


Committed to Your Financial Wellness

Shankar believes that financial fitness is a crucial part of overall well-being. 

Trusted Expertise

With 22+ years in the financial industry, you're not just getting advice; you're gaining a wealth of experience to guide you

Bespoke Solutions

Every financial situation is unique. I offer tailored advice and customized plans to meet your specific needs and goals

Transparent Communication

No hidden fees, no jargon. Just clear, straightforward financial guidance that you can trust.

Words from Satisfied Clients

Shankar helped me structure my own thoughts in accordance to my financial goals.

Shankar gave me a simple but an important way to direct and control my money. He
made me understand how easy it can be to manage my needs and wants with whatever
I make.
Considering my goals and lifestyle , it is critical to allocate my resources in the most
judicious way possible. To have this foresight at my age (24) is even more critical. It sorts
out so many things!

Nikhil G

securing my retired life and helping me to live with dignity.

I would like to place on record that you have been taking pains to ensure that I invest in the right instruments and you have always been looking into my interest rather than your own and guiding me and updating my knowledge on the financial matters which has really helped me a lot. Thank you sir for everything you are doing for securing my retired life and helping me to live with dignity.

Melwyn Kunder
Retired (Ex-TCS)

designed such that a layman can understand

Whilst financial planning is more of a skill, you have given a scientific approach to it. Complex inputs yet the output has been simple and designed such that a layman can understand. Thorough study of one’s finances and patient explaining of assumptions, rationale thereof, outcome and closure, the entire process is simple. You will surely achieve your mission of making people financially learned.

Sachin Darak
Policy Manager, Fullerton India

genuinely unbiased and tailored to my specific needs

I’ve been working with Shankar from the last year, and the transformation in my financial life has been remarkable. Before meeting him, I was overwhelmed with various investment options and had no clear retirement plan. Shankar simplified the complex world of finance for me. His advice is always straightforward, and he has a knack for making complicated things seem easy.

Shankar’s approach is genuinely unbiased and tailored to my specific needs. I now have a clear savings strategy, my debts are under control, and I’m well on my way to a secure retirement

Ambesh Tiwari
BDA Technologies Private Limited
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