Balance your asset and income objectives with your liability and expenditure constraints
Offering:
An independent review of your personal financial posture and best-practice recommendations for constructing a portfolio of diverse assets to meet your investment objectives and provision for downside contingencies.
Topics Covered:
- Composite financial balance: right-sizing your personal financial equation starts with objectively aligning your asset investments and income sources with your liability outlays and expenditure patterns
- Portfolio construction: assembling an all-weather portfolio of diverse assets designed to be complementary across disparate market environments
- Downside protection: calibrating cash allocation to weather protracted market downturns
Provider:
I provide independent, conflict-of-interest-free counsel, sharing my skills and experience to help you construct a robust investment portfolio customized to your personal investing and financial goals. Over the past 35 years, I have worked extensively both professionally and personally with investments across all asset classes, which I have incorporated into a personal investing and finance module.
Background:
My primary innings, spanning the last several decades, have been in financial services and investment management, specializing in risk management. Following that, I took a step back to reflect on the work and life skills and experiences that I’ve acquired and developed over the course of my lifetime; I codified these credentials into a comprehensive set of modules under the aegis of “Life Management.”
I was the risk manager at Partner Fund Management, Andor Capital and Pequot Capital; and at Tiger Management before that. I spent a year each at CapMAC Investment Management, an unsuccessful asset-management startup, and at New World Investments, an EM hedge-fund. I started my career at Morgan Stanley in the MBS department. I have an MBA from the Fuqua School of Business, Duke University and BA (Hons) in economics from Hindu College, Delhi University, India.
For further detail on my background please refer to my bio.
Pricing:
- Complimentary 30m session
- Hourly pricing @ $500/h
- Flat-fee project-based pricing contingent on scope of work