Would I benefit from a financial coach?
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(What is financial coaching?)
Fast track your
Gain confidence by improving your
financial IQ and EQ
Take control of your finances and create tailored steps to achieve
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
It’s quite shocking that most of us have never been taught how to properly manage our money and so it became quite a daunting task when trying to navigate it as an adult. With Rishi’s guidance, I now feel more confident, able and in control of my finances, my life and my future. Rishi was able to get me to understand how to strategise on my long term financial position and goals through his experience, insight, and tools. He also helped my husband and I communicate about our finances in a more effective way. I’m so grateful to have an incredible resource such as Rishi at my fingertips and my only regret is that I didn’t start this earlier in my life!
Working with Rishi on my finances equipped me with the knowledge and tools needed to lead a financially fruitful life. After the first conversation we had, Rishi was quickly able to simplify the complex and highly nuanced world of investments. Rishi elucidated how to best budget, save, and invest my money to meet my goals. For the first time in my life, I have no financial stress and have confidence that my financial wellbeing will only continue to improve as I move forward managing my money with my newfound financial IQ/EQ.
We weren’t sure what it would be like working with a financial coach having worked primarily with investment advisors in the past – working with Rishi was a highly enjoyable process. You always feel like he is on your side and has your best intentions in mind. His approach is personalised to you, your goals and requirements. He is accessible and approachable and he made understanding the previous complex and daunting subjects, enjoyable and actionable. We wish we had done this sooner and are confident that the knowledge gained will stay with us for our lifetime.
Niraj & Sneha Nagpal
I use to avoid long term financial planning, finding it complicated and tedious. I’ve even used other financial coaches before but didn’t find them welcoming or relatable. This all changed the day I was introduced to Rishi. I found him very easy to get along with, down to earth and patient. He has a wealth of knowledge/experience across different financial products and is very good at explaining all these to your level of understanding. I believe Rishi’s coaching and guidance have helped me establish a good foundation for my financial life, ensuring I’m using my money to help me reach personalised goals and targets we set together. I haven’t hesitated in recommending his financial coaching and mentorship to other family, friends, and colleagues.