Wealth Café Investment Advisors
Principal Advisor: Harsh Vardhan Dawar
SEBI RIA REG NO: INA000002173
Harsh Vardhan Dawar is a former medical professional who transitioned to financial planning. He understands the unique financial challenges faced by doctors and medical professionals.
Financial planning designed for medical professionals
Services Offered
Medical Practice Financial Planning
Comprehensive financial planning for medical practices and individual doctors.
Medical Malpractice Insurance Planning
Assessment and optimization of medical malpractice insurance coverage.
Tax Planning for Medical Professionals
Specialized tax planning considering medical practice deductions and income structures.
Retirement Planning for Doctors
Retirement planning considering the late start and high earning potential of medical professionals.
About Wealth Café Investment Advisors
Wealth Café Investment Advisors specializes in serving medical professionals. We understand the high income, irregular cash flows, and unique tax situations that doctors face.
Client Testimonials
“Harsh Vardhan's understanding of medical practice finances is exceptional.”
Dr. Rajesh Kumar
Cardiologist
“She helped me optimize my practice finances and save significantly on taxes.”
Dr. Priya Sharma
Dentist
“Excellent guidance on medical malpractice insurance and practice management.”
Dr. Amit Patel
Surgeon
Frequently Asked Questions
How do you help with medical practice finances?
We help optimize practice expenses, manage cash flows, and plan for practice expansion or sale.
What insurance do medical professionals need?
Medical malpractice, professional liability, disability, and life insurance based on your specialty and practice.
How do you handle irregular income from medical practice?
We create cash flow management strategies and emergency funds to handle income variability.