Prasad Shetty

Education and empowerment are at the absolute centre of Prasad Shetty’s approach to wealth management. For eighteen years, Prasad has served the Mumbai community as a trusted financial advisor, holding the prestigious Certified Financial Planner (CFP®) designation from FPSB India. Unlike traditional advisors who focus solely on product selection, Prasad integrates his expertise as a Certified NLP Life Planning Coach to help clients understand their personal relationship with money. He is deeply committed to the belief that financial literacy is the single most powerful lever for sustained financial success. Whether he is advising a retiree on capital preservation or an entrepreneur on managing irregular cash flows, Prasad ensures his clients possess the knowledge required to make confident decisions. His technical proficiency is further solidified by his NISM certifications in Capital Markets and Technical Analysis. A patient strategist by nature, Prasad enjoys competitive chess and following cricket during his leisure time, utilizing the same foresight and discipline that define his professional financial strategies.