SEBI Certified Professional • 20+ Years Experience
Navigate Your Path to Financial Freedom & Inner Peace
Bridging the gap between wealth management and well-being. Expert guidance in personal finance, investment strategy, and the psychology of lasting happiness.
About Binoy
Two Decades of Trusted Guidance in Finance and Life
Financial Expertise
As a SEBI certified professional with 20 years of experience, I provide comprehensive wealth management, investment advisory, and financial planning services to help you achieve your financial goals.
- SEBI Certified Investment Advisor
- 20+ Years Client Relations Experience
- Comprehensive Wealth Management
Wellness & Psychology
Beyond financial success lies true fulfillment. I guide individuals in understanding the psychology of happiness and achieving enlightenment while building material prosperity.
- Psychology of Happiness Training
- Enlightenment & Purpose Coaching
- Mindful Financial Decision Making
Comprehensive Services
Expert guidance for both financial prosperity and personal growth
Wealth Management
Build and Preserve Your Wealth
Comprehensive wealth management strategies tailored to your financial goals, risk tolerance, and life stage.
- Portfolio construction & rebalancing
- Risk assessment & mitigation
- Tax-efficient investing
Financial Planning
Secure Your Future
Holistic financial planning covering retirement, education funding, insurance needs, and major life goals.
- Retirement planning
- Goal-based investing
- Insurance needs analysis
Investment Advisory
Expert Guidance for Every Investment
SEBI-certified investment advisory services to help you make informed decisions and maximize returns.
- Stock selection & analysis
- Mutual fund recommendations
- Fixed income strategies
Psychology of Happiness
Discover True Contentment
Training programs exploring the psychological foundations of happiness and their connection to financial well-being.
- Understanding happiness drivers
- Money & happiness relationship
- Mindful financial decisions
Enlightenment Coaching
Beyond Material Success
Deep exploration of consciousness, purpose, and the integration of spiritual wisdom with material prosperity.
- Purpose discovery
- Mindfulness practices
- Values alignment
Client Relations
Building Trust & Long-Term Partnerships
Personalized client relationship management ensuring your financial journey is supported at every step.
- Regular portfolio reviews
- Personalized communication
- Life event planning
Get In Touch
Let's start your journey to financial freedom and inner peace together
Contact Information
Availability
I typically respond to inquiries within 24-48 hours during business days.
For urgent matters, please mention "Urgent" in your message subject.