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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.
Vice President–Wealth Management
With over 20 years at UBS Financial Services, I serve individuals, families, entrepreneurs, and executives, helping them navigate the complexities of their wealth. My focus is on tax-efficient investing, estate and financial planning strategies, and cash management—helping clients grow, preserve, and transfer wealth across generations.
I structure investment portfolios across equities, fixed income, private equity, and alternative investments, including currencies, commodities like gold and silver, and global custody solutions in Switzerland.
For business owners and executives, I help optimize liquidity and corporate treasury strategies, ensuring their personal and business finances work together seamlessly. I also guide families on estate planning stragies, philanthropy, and multi-generational wealth strategies.
My goal is to provide clarity and confidence, allowing clients to focus on what matters most while making the most of their financial opportunities.
Born and raised in Mumbai, I have lived in France and Singapore and now reside in San Francisco with my family.
CA Insurance License 0E03230
Education
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Lets connect
Vice President–Wealth Management
With over 20 years at UBS Financial Services, I serve individuals, families, entrepreneurs, and executives, helping them navigate the complexities of their wealth. My focus is on tax-efficient investing, estate and financial planning strategies, and cash management—helping clients grow, preserve, and transfer wealth across generations.
I structure investment portfolios across equities, fixed income, private equity, and alternative investments, including currencies, commodities like gold and silver, and global custody solutions in Switzerland.
For business owners and executives, I help optimize liquidity and corporate treasury strategies, ensuring their personal and business finances work together seamlessly. I also guide families on estate planning stragies, philanthropy, and multi-generational wealth strategies.
My goal is to provide clarity and confidence, allowing clients to focus on what matters most while making the most of their financial opportunities.
Born and raised in Mumbai, I have lived in France and Singapore and now reside in San Francisco with my family.
CA Insurance License 0E03230
Education
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Lets connect
Support and resources
The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.
Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.
$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
