Despite decades of service, 9 out of 10 people feel unprepared for retirement and other life goals. Multiple surveys consistently highlight that a lack of financial awareness prevents many from preparing for retirement effectively.
With increasing life expectancy and evolving family structures, retirement readiness has never been more critical. My vision is to empower every investor with ongoing financial literacy—an essential component throughout their investment journey. In the process, wealth accumulation and financial freedom are naturally taken care of.
Secondly, when it comes to wealth creation, it’s not just about investing for a fixed number of years—it’s about a long-term and intergenerational approach. Many believe they can handle financial decisions on their own, but just like a family doctor, every household should have an investment facilitator. In times of crisis, such as the loss of a key family member, an investment facilitator acts as a disaster mitigator, stepping in to ensure the family's financial stability even in difficult times.
I am an AMFI-registered Mutual Fund Distributor and a CERTIFIED FINANCIAL PLANNER® practitioner dedicated to helping clients achieve financial freedom. With a background as an IT veteran, I have transitioned full-time into financial services, driven by my passion for empowering investors. My approach is unique: I design comprehensive, end-to-end financial solutions tailored to each client’s needs by assessing their financial status, risk profile, and goals. I firmly believe that customer empowerment is the cornerstone of a successful investment journey. To support this mission, I conduct financial awareness programs and publish insightful articles on social media, helping investors make informed financial decisions. hari@myfinsmart.com. LinkedIn https://www.linkedin.com/in/haribabusj