Purnima Anand

My professional journey began over 17 years ago in the dynamic digital space, where I was part of the founding team behind 99acres.com, then a pioneering venture in online real estate. I played a key role in shaping its early market presence, driving brand adoption, and building trust in a traditionally offline, male-dominated industry—earning the reputation of a “one-woman army.” This experience accelerated my transition into leadership while keeping me deeply engaged in front-line execution and innovation.

In 2013, I made a deliberate and purpose-driven shift into the world of financial advisory, starting directly as an advisor after clearing the CISI exams. Fuelled by a strong desire to learn, take on challenges, and serve clients with integrity, I chose to build my practice independently. Over time, I earned the trust of clients through consistent performance and authentic relationships. Many of them became long-term advocates, contributing to the organic growth of my business through referrals and sustained engagement in their long-term financial planning. 

The recognition I received—both professionally and from my clients—helped propel me into strategic decision-making roles, achieve several exclusive milestones, and gain exposure to complex wealth management mandates.

Today, I work with a globally diverse client base—ranging from professionals and entrepreneurs to international families—offering cross-border financial strategies that encompass wealth creation, protection, and succession planning. My approach combines technical knowledge with a deep understanding of client needs, enabling me to deliver bespoke, forward-thinking solutions that align with personal goals and complex international financial realities.