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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
First Vice President–Wealth Management
Financial Advisor
I entered the financial services industry in 1989. After 17 years with Morgan Stanley Smith Barney I joined UBS in 2011. Being in this profession for over 30 years, I have accumulated vast knowledge of different financial products, services and understanding of risks in these environments. I am FINRA-registered and hold the series 7, 31, 63, 65 securities licenses, as well as licenses for life, health, variable annuity, long term care and variable life insurance. I am fluent in Hindi and Sindhi languages. I graduated from B.N.S.D Inter College in Kanpur, India with a degree in Science.
Education
Credentials
Lets connect
First Vice President–Wealth Management
Financial Advisor
I entered the financial services industry in 1989. After 17 years with Morgan Stanley Smith Barney I joined UBS in 2011. Being in this profession for over 30 years, I have accumulated vast knowledge of different financial products, services and understanding of risks in these environments. I am FINRA-registered and hold the series 7, 31, 63, 65 securities licenses, as well as licenses for life, health, variable annuity, long term care and variable life insurance. I am fluent in Hindi and Sindhi languages. I graduated from B.N.S.D Inter College in Kanpur, India with a degree in Science.
Education
Credentials
Lets connect
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
