We are a full-service financial planning and wealth management firm founded with the sole purpose of serving as a navigator on your route to wealth creation. We focus on creating customized solutions tailored to meet individual and unique financial goals. Our experience and specialized knowledge will be at your side to guide you with financial planning — from building your wealth to making timely investments that can fund your children’s education and living the good life into retirement.
Our aim is to help you realize your financial goals by understanding your unique needs, identifying and educating you on all the options available so you can make fully informed decisions.
MEET THE FOUNDER AND YOUR PLANNER
My entrepreneurial journey started in 2016 after having worked in the banking sector across varied roles. Over these many years, as I interacted with varied clients, it became clear to me that there is a purpose behind every client’s investment – and unless that purpose or goal is fulfilled – no investments, no returns give happiness. Banks guide you based on what is good for them. Whereas financial planners guide you based on what is good for you. This became the catalyst for a deeper realization that expert financial counsel is a necessity and not a privilege, and should be accessible to all. This became the well-spring from which Live-Well was born.