01
Wealth Architecture
Build a durable allocation framework around goals, liquidity, time horizon and tolerance for volatility.
Financial clarity, grown deliberately
Grow wealth with roots.
I build secure, scalable and modern software on the cloud. Passionate about solving problems and delivering impactful results.
12Years advising
186Plans delivered
24Markets reviewed
96Client retention %
02 · The philosophy
Finance that feels less noisy.
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 actionEvery recommendation starts with goals, constraints and a plain-language decision map.
Risk is a design inputDownside scenarios are considered before returns become the headline.
Compound the right thingsWe optimize not only capital, but habits, liquidity, tax awareness and time.
03 · Advisory studio
Focused counsel for meaningful decisions.
02
Retirement Strategy
Translate retirement aspirations into contribution, withdrawal and scenario plans that can adapt over time.
03
Portfolio Review
Stress-test existing holdings, uncover concentration and clarify whether every position earns its place.
04
Tax-Aware Planning
Coordinate investment decisions with tax considerations so the plan works beyond headline returns.
05
Founder Liquidity
Plan around concentrated equity, liquidity events and the transition from operating wealth to personal wealth.
06
Family Stewardship
Create a practical framework for intergenerational goals, education, giving and responsible capital.
04 · Experience
A career built around durable decisions.
2022 - Present
Independent Financial Advisor · Rao Wealth Studio
Lead a boutique advisory practice serving entrepreneurs, senior professionals and multi-generational families.
2018 - 2022
Senior Wealth Planner · Northstar Advisory
Designed goal-based investment and retirement strategies across a diverse client book, with an emphasis on risk-aware planning.
2014 - 2018
Investment Analyst · Meridian Capital
Researched asset classes, prepared portfolio reviews and translated market signals into client-ready insights.
05 · Expertise
The numbers behind the conversation.
A visual snapshot of the areas where clients most often seek structured guidance.
92
Goal-based planningFramework design88
Risk analysisScenario thinking84
Portfolio designAllocation & review79
Founder planningConcentrated wealth 06 · Selected case studies
Advice, made tangible.
Founder liquidity
From one concentrated asset to a resilient personal balance sheet.
Mapped liquidity needs, downside scenarios and diversification priorities around a hypothetical founder exit.
Retirement
Replacing a single retirement number with a flexible decision system.
Built a scenario-led framework linking spending, portfolio withdrawals and changing life priorities.
07 · Let’s talk
Bring the complicated decision.
Tell me what you’re trying to solve. I’ll reply with the right next step, not a sales pitch.
✉ nandini@example.com
☎ +91 40 5550 0113
◈ Hyderabad, IN