PIHow Pooja is paid
A flat planning fee, disclosed up front. No product commissions — fee-only, conflict-free.
About Pooja
With 17 years in the field, Pooja works with a focused set of clients in Nagpur and is known for a patient, no-pressure style.
Background & experience
Founder & Principal Adviser (SEBI RIA)✓ verified
Self · IQ Commune verified
2020 – present
VP, Private Wealthself-declared
HDFC Bank
2016 – 2020
Wealth Managerself-declared
Citibank
2012 – 2016
Who Pooja works best with
DoctorsFamilies nearing retirementHigh-earning professionals
Areas of focus
Goal & cash-flow planningComprehensive financial planningRetirement
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
101+
clients served
26
verified recommendations
5.8 yrs
avg relationship
✓ INA-683635 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.