Personal Finance
Why we advocate for Financial Planning?
Having a written financial plan is crucial, yet only 33% of Americans have one, which indicates a significant gap in
Insights that empower you.
Having a written financial plan is crucial, yet only 33% of Americans have one, which indicates a significant gap in
Founder and CEO
Shabrish Menon loves finance and capital markets and shares deep insights that help clients make better and more informed decisions. Shabrish has built a reputation for delivering tailored financial advise that align with clients’ unique goals and risk profiles.