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MISSION: BE THE GUIDING FORCE ON YOUR PATH TO FINANCIAL INDEPENDENCE.

Polaris Capital Management is a Financial Advisory firm based out of El Dorado Hills, California. Polaris Capital  Management's goal is to enable people achieve their vision of financial independence. Polaris believes that achieving financial goals requires prudent capital allocation, disciplined planning and long-term focus. Polaris is built on the values of accountability and integrity; we are accountable to deliver the best outcomes for our clients and our actions are guided by integrity. 

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OUR SERVICES

Analysing the Data

COMPREHENSIVE FINANCIAL PLANNING  

  • Starting with an evaluation of the client's financial goals and objectives, we generate a plan to achieve those goals.

  • An ongoing commitment to our client's financial wellbeing with no limit on consults, we are here when you need us.

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ABOUT ME

My story might be familiar to many immigrants who come to America for the opportunities it provides and make it happen.  Starting with virtually nothing (except student loans 1$=Rs. 50)  to achieving Financial Independence (FI) has taught me much.

 

FI has different meaning for everyone and it's very personal. As a fiduciary, I enable clients achieve their financial goals. Growing wealth and being financially fit is as much about psychology as it is about knowing the markets, investments and the other know how. 

An engineer by trade, I caught the investing bug in 2006. I read voraciously about finance and put actions in place which paved my path to financial independence.  I also got my MBA (Finance focus), in 2017. I am really passionate about financial wellbeing, capital markets and investments. (Passionate enough to leave my lucrative job in the tech Industry).


My firm is a way for me to give back to the society, by creating a win-win scenario - enable people pursue their passion, while I pursue my current passion.

 

Educational background - M.S. EE, Arizona State University ( Go Devils!) and MBA, UC Davis, CA (Go Aggies!).

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