I began my wealth management career in 2022. As a former health care professional, I saw an avid need for responsible financial education and planning, especially in the health-care world. Growing up in a home where conversations around investments, money management, and the stock market were daily occurrences, I found my colleagues constantly coming to me for advice. In the summer of ‘22 I had an incredible opportunity to join my father, Shakir Kaka, who is my mentor and one of the senior members of the team. My goal is to help my clients achieve financial freedom and thereby peace of mind with regards to their financial future. The starting point can be as simple as helping clients discover their goals, and over a series of conversations, creating a personalized plan. My process involves actively writing and managing portfolios for the client that are specific to their goals. I am passionate about cultivating a strong client-advisor relationship of trust and open communication and I am truly reachable at any time of the day! 

I was born in Bombay (Mumbai) and have lived in 10 different cities in the US with a client base all over the country. In my down time, I enjoy running and yoga and enjoy traveling and hiking with my family.