Your wealth partner should feel like family

My financial journey began in 2017.

While managing operations at Uber, I was navigating a sea of confusing advice, slowly figuring my own way through. Colleagues noticed. They started bringing me their money questions, and that is how Finamily was born.

The name says the whole idea out loud: Finance + Family. Over the last five years, I've analysed more than 300 companies and helped investors through a framework built around their actual situation: what to do and why.

I apply the value-based discipline of Buffett and Munger directly to mutual funds, so busy professionals can invest with conviction and keep their weekends for what matters most.