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Helping IT Leaders, Founders & Doctors Turn Scattered Finances into Structured Wealth | Author | QPFP® | EPAT®
Most high earners don’t have a money problem. They have a clarity problem. They earn ₹50L, ₹1Cr, even ₹5Cr+ a year — yet their finances feel scattered. Multiple investments. Conflicting advice. No single view. And deep down, one uncomfortable thought: “I’m earning well… but I don’t know exactly where I’m headed.” That’s where I come in. I work with IT leaders, Founders and Doctor's who want more than products or opinions. They want structure. Through a disciplined, tax-efficient wealth architecture, I help clients: • Bring all finances into one clear system • Eliminate silent tax and strategy leaks • Align investments with real-life goals (not guesswork) • See a clear 5–10 year wealth roadmap The result clients tell me again and again: “For the first time, I know exactly where I’m headed.” With 8+ years of experience advising 120+ HNI families, I work without hype or shortcuts — only calm, repeatable systems that hold up in both bull and bear markets. If you’re a high earner who wants: • Less noise • More clarity • And a wealth plan you can actually trust Let’s talk. 👉 Book a private strategy conversation and we’ll map where you are — and exactly where you’re going.
Gayatri Vidya Parishad College of Engineering (Autonomous)
Bachelor's Degree, Mathematics
January 1, 2003 – January 1, 2006
Manipal Institute of Technology
Master of Business Administration - MBA, Finance
N/A – Present
Wealthify
Founder & Wealth Architect
September 1, 2017 – Present
Hyderabad, Telangana, India
ESSA TECH SERVICES
Founder
August 1, 2013 – Present
Hyderabad
Cultural Fit Analysis
The candidate's background is heavily focused on financial services and entrepreneurship. Their target role as 'Founder' aligns with their past experience. The breadth of skills is concentrated in financial planning and wealth management. Without more diverse project experience or explicit statements on collaboration and adaptability, a comprehensive cultural fit assessment is limited.
Soft Skills & Operational Fit
The candidate's experience as a Founder suggests strong leadership, strategic thinking, and client management skills. The description of their work at Wealthify indicates a methodical approach to problem-solving and a focus on long-term client success. However, without psychometric test results, a full assessment of work attitude, stress handling, and team collaboration is not possible.