Home

Fast track your
financial fitness

Gain confidence by improving your
financial IQ and EQ

Take control of your finances and create tailored steps to achieve
financial freedom

Remove financial stress and build a positive
relationship with money

My name is Rishi and I’ll be grabbing a coffee with you!

I’ll be your financial coach. I’ll help you get to a place where you’re happy and at ease with your finances, where you have confidence in your financial decisions, and aren’t thinking about money in a negative way. I got you!

10+ years on the trading desk at Bank of America Merrill Lynch in New York & Hong Kong

Active institutional trader in 20+ countries, including all of Southeast Asia

Licenses held: FINRA Series 7, 63, 3, 55, HKSI Paper 1, CSI Certified

Know more about me

Testimonials