Financial Advisor · Wealth Strategy
Weave clarity
into wealth.
I build secure, scalable and modern software on the cloud. Passionate about solving problems and delivering impactful results.
Weave clarity
Illustrative planning outcome
3.8×
Long-term wealth multiple modeled through disciplined allocation, savings cadence and risk-aware planning.
“
The goal isn’t to predict every market. It’s to build a plan that can survive uncertainty.
01 / Philosophy
Financial decisions should connect.
I'm a Software Developer with hands-on experience designing, building and shipping products end-to-end. I love turning complex problems into simple, reliable solutions.
Clarity
before
complexity
before
complexity
02 / Expertise
Four threads.
One plan.
Wealth architecture
Investment strategy
Risk planning
Retirement design
illustrative portfolio metric
and wealth strategy
THREAD 01
Wealth Mapping
Clarify goals, liquidity needs, time horizons and the decisions that matter most.
THREAD 02
Portfolio Design
Build a diversified allocation around risk capacity, behavior and real-world objectives.
THREAD 03
Decision Reviews
Create a recurring rhythm for major financial choices, trade-offs and course corrections.
THREAD 04
Life Transitions
Bring structure to liquidity events, career changes, retirement and family wealth decisions.
Illustrative case study
03 / Track record
From scattered accounts to a single decision map.
A hypothetical founder household had concentrated equity, uneven liquidity and no shared retirement target. The engagement reorganized the decision set into a three-bucket framework: near-term reserves, diversified growth and long-term legacy capital.
Senior Wealth Advisor · Northline Private Advisory
Leads holistic planning engagements for entrepreneurs, executives and multi-generational households.
Investment Planning Associate · Meridian Capital
Built portfolio reviews, retirement models and client-facing investment recommendations.
Financial Planning Analyst · Harbor Financial
Started in planning operations and developed a foundation in cash-flow analysis, asset allocation and client communication.
04 / Contact
Let’s weave the next decision.
For a planning conversation, professional collaboration or an introduction, send a message.
✉ maya@example.com
☎ +91 80 5550 0138
◈ Bengaluru, IN