Empowering Your Financial Growth

About Shetty Brothers Wealth

Founded on the bedrock of fiduciary integrity, transparent advisory, and lifelong client empowerment across India and abroad.

Shetty Brothers Wealth Advisory Team Consultation
2016 Founded in Mumbai

Our Founding Story

2016 • Founded in Mumbai

Commenced proprietary wealth advisory focused on retail mutual fund discipline & goal planning.

2020 • Resilient Growth

Crossed 500+ client families and maintained portfolio alpha during global market disruptions.

2022 • Corporate Incorporation

Incorporated as Shetty Brothers Wealth Pvt. Ltd. with expanded HNI PMS and global NRI advisory desks.

Today • 1,000+ Happy Investors

Managing multigenerational family portfolios across India, UAE, Singapore, and Europe.

Our Vision & Mission

The institutional purpose and values that drive our team to serve our investors with excellence every day.

Strategic Vision

Our Vision

“To be the most admired and trusted wealth management company in India by consistently delivering 'Sachchi Advice' to our clients, setting benchmarks in fiduciary excellence and lifelong relationship value.”

1,000+ Families Guided
ARN: 244850 AMFI Licensed
Institutional Mission

Our Mission

Stakeholder Happiness: Ensure sustained prosperity and lasting financial peace of mind.
Equity Compounding: Inspire everyday families to fall in love with disciplined long-term compounding.
Ethical Benchmark: Uncompromising fiduciary standards without product quotas or mis-selling.
Investor Education: Continuous coaching on asset allocation, risk tolerance & emotional discipline.

Founder & Leadership

Meet the visionary driving our fiduciary ethos and commitment to unbiased financial mentorship.

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AMFI ARN: 244850

Vikram Shetty

Founder & Principal Wealth Advisor • Shetty Brothers Wealth Pvt. Ltd.
“Guiding our clients in their wealth creation journey is our sacred duty to our nation and its citizens. We firmly believe in advising, never selling.”

With over a decade of hands-on experience navigating Indian equity cycles and multi-asset wealth management, Vikram founded Shetty Brothers Wealth with a singular mission: to eliminate conflict-ridden product selling from financial advisory and replace it with heartfelt, disciplined fiduciary care.

Specializations: Multi-Cap Equity Mutual Funds HNI PMS Allocation NRI Wealth Repatriation

Our Advisory Team

Experienced professionals dedicated to your portfolio research, goal monitoring, and operational excellence.

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Leadership

Vikram Shetty

Founder & Principal Advisor

Leading fiduciary wealth strategies, macro asset allocation, and client mentorship for over 10+ years.

Schedule Consultation →
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Research

Ananya Verma

Head of Equity Research

Specializing in fund manager track-record analysis, scheme filtering, and risk-adjusted alpha generation.

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Advisory Desk

Rahul Kothari

Senior Wealth Strategist

Overseeing global NRI portfolio linkages, NRE/NRO onboarding, and retirement cashflow engineering.

NRI Desk Contact →
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Operations

Sneha Iyer

Head of Client Operations

Ensuring paperless digital onboarding, periodic portfolio rebalancing, and prompt 24/7 service desk resolution.

Operations Support →
Compliance & Governance

Licensed & AMFI Registered

Shetty Brothers Wealth operates under the strict regulatory oversight of the Association of Mutual Funds in India (AMFI) and the Ministry of Corporate Affairs (MCA).

AMFI Registration Number
ARN: 244850
Corporate Identity Number
U65900MH2022PTC376901