Abhishek is a Certified Financial Planner with multiple NISM certifications. He worked as a Derivative Strategist at Lohia Securities Ltd from 2007 to 2016 before founding Trustedarms with the mission to help individuals and families build a secure and prosperous financial future.
Passionate about financial education, Abhishek is on a mission to create 500 crorepatis by 2030. He believes in India’s vast growth potential and is committed to ensuring people don’t miss out on this opportunity. His insights have been featured in leading media outlets like Outlook Money, Dalal Street, Sanmarg, Dainik Bhaskar, and Economic Times.
Outside of work, Abhishek enjoys exploring new cuisines and traveling with his family to four new destinations each year.
Tip from Abhishek: “Laxmi is chanchal, if you don't give it a direction it will flow in its own direction.”
Strategic Financial Planning: Abhishek specializes in crafting personalized financial roadmaps that align with individual and family aspirations, ensuring a secure and prosperous future.
Goal-Oriented Investment Guidance: He prioritizes your financial goals over market trends, ensuring your investments are strategically aligned with long-term objectives.
Financial Literacy Advocate: Passionate about financial education, he is dedicated to simplifying complex financial concepts, empowering clients to take control of their financial destinies.
Shradha is a Qualified Personal Finance Professional who specializes in helping first-time investors overcome their hesitation and confidently take control of their financial journey. She is passionate about conducting financial awareness programs to spread financial literacy and empower individuals to make informed decisions.
Outside of work, Shradha enjoys traveling and socializing.
Tip from Shradha: “Paisa banana and paisa tikana are two different arts. Many excel in the first, but fail in the latter.”
Empowering Financial Literacy: Shradha helps individuals, especially women, take control of their financial future through education and awareness.
Goal-Oriented Approach: She ensures clients' investments align with their long-term goals, beyond just market trends.
Integrity and Trust: Shradha fosters a culture of honesty and trust, guiding clients with a strong ethical foundation.
Clear Communication: nown for her communication skills, Shradha ensures a collaborative approach to achieving clients' financial visions.