Prasad Shetty

With a profound understanding of the psychological drivers behind wealth creation, Prasad Shetty stands out as one of Mumbai’s premier financial advisors. Over the course of eighteen years, he has demonstrated that effective financial planning is inextricably linked to the human mindset. As a Certified Financial Planner (CFP®) and a Certified NLP Life Planning Coach, Prasad offers a unique advisory experience that addresses both the mathematical realities and the emotional complexities of money. He specialises in guiding retirees through their post-income years and helping entrepreneurs navigate fluctuating cash flows. His approach ensures that every client develops a resilient financial psychology alongside a robust investment portfolio, supported by his NISM certifications in Capital Markets and Technical Analysis. Prasad champions financial literacy as the most powerful tool for achieving generational wealth, ensuring his clients are educated partners in their financial journeys. Outside the office, his strategic mindset continues at the chess board and while following cricket, applying the same calculated patience to his hobbies as he does to building long-term financial security.