About Me

Hi I am Richa, originally from Surat Gujarat. A people person at heart, I love connecting and building meaningful relationships. Helping individuals and families make informed decisions is my passion. With strong family values, I understand what truly matters in life. Clients trust me for my honest guidance and caring approach. Outside work, I enjoy travelling to new places and experimenting in kitchen. Every conversation with me is warm, helpful, and focused to your needs. Let’s connect- I would love to help you plan a better and more secure future.

My Experience

With over 2 years of experience as a life, health and wealth advisor, I’ve had the privilege of guiding families towards a secure financial future. Inspired by my father, who’s been in this field for years I have seen how the right advice can change lives. Watching him help families made me realize my true calling. I bring that same care, dedication, and trust to every client I work with. Your goals are my priority, and I am here to protect what matters most.