Srinivas Shetty Email & Phone Number | I practice fee based Financial Planning. I offer comprehensive financial planning service which includes Investment Planning, Retirement Planning, Insurance Planning and Tax Planning. Apart from the services, I give high importance to improve the Financial Literacy of the clients with whom I engage with. I also provide distribution services in Mutual Funds which is optional for the clients. Currently managing an AUM of 2.5+ Crores which was built up in the last one year since I started Financial Planning service.

Srinivas Shetty

I practice fee based Financial Planning. I offer comprehensive financial planning service which inc...
India

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2009-09-01 00:00:00 - Present

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Srinivas Shetty is a I practice fee based Financial Planning. I offer comprehensive financial planning service which includes Investment Planning, Retirement Planning, Insurance Planning and Tax Planning. Apart from the services, I give high importance to improve the Financial Literacy of the clients with whom I engage with. I also provide distribution services in Mutual Funds which is optional for the clients. Currently managing an AUM of 2.5+ Crores which was built up in the last one year since I started Financial Planning service.