Prasad Shetty

Prasad Shetty
13 posts
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.
Finance

Building Long Term Goals Through Mutual Funds

Mutual Funds can help investors participate in financial markets through professionally managed portfolios that pool money from multiple investors. Depending on the scheme, the money may be invested across equities, debt instruments or a combination of asset classes. This structure...

Finance

How Does a Nifty Next 50 Index Fund Work?

The Nifty Next 50 occupies a distinct position within India's equity market. According to NSE Indices, it represented around 11.22% of the free-float market capitalisation of stocks listed on the NSE as of March 30, 2026. (Source) A nifty next...

Marketing

Practical Ways to Encourage More Customer Feedback

Customer feedback can provide valuable information about the quality of products, services, communication, and overall customer experience. Reviews can also help potential customers understand what they might expect from a local business. For this reason, businesses often look for practical...

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