JBHow Joseph is paid
A flat planning fee, disclosed up front. No product commissions — fee-only, conflict-free.
About Joseph
With 10 years in the field, Joseph works with a focused set of clients in Delhi and is known for a patient, no-pressure style.
Background & experience
Founder & Principal Adviser (SEBI RIA)✓ verified
Self · IQ Commune verified
2016 – present
VP, Private Wealthself-declared
Citibank
2012 – 2016
Wealth Managerself-declared
Citibank
2009 – 2012
Who Joseph works best with
DoctorsFamilies nearing retirement
Areas of focus
RetirementComprehensive financial planningGoal & cash-flow planning
Client testimonials
Client testimonials are intentionally not shown. SEBI's Investment Adviser advertising code treats every public client claim as an advertisement needing pre-approval — so ProfylPages keeps RIA profiles to verified facts only.
Trust at a glance
168+
clients served
23
verified recommendations
7.6 yrs
avg relationship
5
in your network recommended
✓ INA-821634 active · no regulatory flags on record
“No regulatory flags” is the compliant stand-in for the 1-star reviews you'd scan elsewhere — a factual record check, not an open complaints board.
SEBI-Registered Investment Adviser. Registration does not guarantee performance or returns. Investment in securities is subject to market risks. Public client testimonials are not displayed, in line with the SEBI Investment Adviser advertising code. ProfylPages verifies registration and regulatory standing; it does not provide investment advice.