Prasad Shetty is a highly respected Certified Financial Planner (CFP®) based in Mumbai, bringing eighteen years of dedicated experience to the financial services sector. Specialising in comprehensive wealth management for retirees and dynamic entrepreneurs, Prasad understands that true financial success requires more than just numerical analysis. Holding advanced certifications from FPSB India and NISM in Capital Markets and Technical Analysis, alongside his credentials as a Certified NLP Life Planning Coach, he expertly bridges the gap between technical financial strategy and human behavioural psychology. Over nearly two decades, Prasad has meticulously crafted personalised strategies that prioritise growth, robust protection, and absolute peace of mind for his clients. He firmly believes that financial literacy is the foundation of lasting wealth, dedicating significant time to educating those he advises. Beyond the financial markets, Prasad is an enthusiastic cricket fan and a strategic chess player. He approaches these passions with the exact same deliberate patience and long-term vision that he applies to managing investment portfolios.
