Our services are completely independent — we represent your best interests, not those of any product or service provider.
We specialize in UK-India Cross-Border Financial Planning & Advice, helping you navigate pensions, tax, investments, and more across both countries.
Since 2008, we have successfully served 700+ clients worldwide.
Our services are tailored to your needs.
As a fee-based firm, we prioritize your best interests, offering tailored solutions across a wide range of plans and products.
Any commissions received are offset against fees, ensuring transparency and value.
Our client-first approach drives everything we do.
We provide advice and solutions only after fully understanding your needs.
If any recommendations involve chargeable work, you'll be informed before proceeding.
- Director
Chartered Institute of Bankers 1995, Financial Planning Certificate, Chartered Insurance Institute 1997
- Collaborative Partner
Proprietor Sana Securities, SEBI Registered Investment Adviser
- Financial Strategist
Degree & Masters in Computer Science 1990, 92
- Insurance Adviser
Bachelor of commerce from Delhi University, Licentiate & Associate of Insurance from Insurance Institute of India
- Portfolio Manager & Compliance
Certified Financial Planner & SEBI Registered Investment Adviser
- Funds Adviser
Master of Business Administration & Applied Finance, Sydney University
- Chartered Accountant
Chartered Accountant, International taxation & business advisory, Bachelors in Accounting & Finance
- Mutual Funds & Insurance
AMFI registered Mutual Fund Distributor, winner of Upper Crest awards, Mangalore University
Our Advisers are registered & authorised by the Insurance Regulatory and Development Authority of India (IRDA), Pension Fund Regulatory Development of India (PFRDA), Association of Mutual Funds India (AMFI) & The Securities and Exchange Board of India (SEBI)
UK-India Planning • London • New Delhi • Mumbai • Goa • Bengaluru +91 837-392-8038
