Empowering Your Financial Growth

Shetty Brothers Wealth - AMFI Registered Mutual Fund Distributor

Shetty Brothers Executive Wallet

Your Capital Channeled Into Compounding Growth

Directing every rupee into wealth creation — guided by “Advising and Not Selling”.

Our Wealth Horizons & Dynamic Services

Carefully filtered equity, hybrid, debt, and index mutual fund schemes structured to compound over multi-year market cycles.

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National Pension System (NPS) Tier-I/II, pension annuities, and equity-driven Systematic Withdrawal Plans (SWP) for inflation-proof cash flow.

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High-conviction, concentrated portfolio management strategies and Alternative Investment Funds tailored for High Net-Worth Individuals.

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Bespoke roadmaps for your key life milestones: Ivy League education funding, children's weddings, and early financial independence.

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Section 80C deductions up to ₹1.5L with the lowest 3-year lock-in period and tax-efficient capital gains harvesting.

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Seamless wealth management for NRIs with 100% digital KYC, DTAA double-tax avoidance, and easy repatriation assistance in Indian Rupee (₹).

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Financial Goal Cards & Milestones

Engineered around your life’s definitive milestones — guided by our fiduciary ethos "Advising and Not Selling".

RETIREMENT & F.I.R.E

Retirement & F.I.R.E

CHILD'S FUTURE

Child's Future

ASSET CREATION

Asset Creation

HNW ALPHA

HNW Alpha

ESTATE & SUCCESSION

Estate & Succession

Financial Calculators

Simulate your wealth creation, retirement milestones, and education goals in real time.

₹
₹500 ₹5,00,000
Yrs
1 Yr 40 Yrs
%
5% 25%
Total Wealth ₹1.26 Cr
Amount Invested: ₹45,00,000
Est. Wealth Gain: ₹81,14,352
Total Future Value: ₹1,26,14,352
₹
₹10,000 ₹5 Cr
Yrs
1 Yr 40 Yrs
%
5% 25%
Total Wealth ₹18.53 L
Initial Investment: ₹5,00,000
Est. Wealth Gain: ₹13,53,612
Total Future Value: ₹18,53,612
₹
₹1 Lakh ₹2 Crore
Yrs
1 Yr 25 Yrs
%
3% 15%
₹
₹0 ₹1 Crore
Target Cost ₹62.95 L
Future Cost at Admission: ₹62,95,427
FV of Existing Savings: ₹7,79,194
Net Target Shortfall: ₹55,16,233
Recommended Monthly SIP: ₹17,218/mo
Yrs
Yrs
₹
%
Retirement Kitty ₹4.82 Cr
Monthly Expense at 58: ₹2,72,990/mo
Required Retirement Kitty: ₹4,82,41,890
Required Monthly SIP (To 58): ₹21,780/mo

Client Admiration & Trust

Real stories of long-term compounding and uncompromised fiduciary trust from our valued clients.

★★★★★

"Investments is a word that goes alongside TRUST. Vikram Shetty has in all aspects lived up to this word. He invests his time and knowledge in understanding products and works towards us reaping real benefits."

Dinella Thakur

Senior Corporate Professional • Mumbai

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Latest Wealth Insights & Blogs

Actionable perspectives on disciplined compounding, asset allocation, tax optimization, and long-term financial independence.

Frequently Asked Questions - Shetty Brothers Wealth

Frequently Asked Questions

Everything you need to know about our wealth advisory model, processes, and regulatory governance.

Unlike transactional discount broker apps where you are left on your own, or relationship managers with high sales quotas, we operate on "Sachchi Advice". We provide active goal tracking, customized asset allocation, emotional coaching during volatile corrections, and dedicated human support whenever you need it.

Yes! We have an extensive client base of NRIs across the Middle East, Singapore, Europe, and the US/Canada. We assist with paperless KYC, NRE/NRO bank linkages, FATCA compliance, and tax-efficient repatriation under Double Tax Avoidance Agreements (DTAA).

You can begin a Systematic Investment Plan (SIP) in mutual funds starting with as little as ₹500 to ₹1,000 per month. For customized High Net-Worth Portfolio Management Services (PMS), regulatory minimums set by SEBI start at ₹50 Lakhs.

As an AMFI registered Mutual Fund Distributor (ARN: 244850), our distribution commissions are regulated by AMFI / SEBI and paid directly by Asset Management Companies (AMCs) out of the standardized Total Expense Ratio (TER) of the schemes. There are no hidden advisory surcharges billed to you.

100% secure. All your investments are held directly in your name with SEBI-regulated Mutual Fund Asset Management Companies (AMCs) and RTAs (CAMS & KFintech). Shetty Brothers Wealth never holds client funds; money transfers occur directly between your verified bank account and the respective AMC.

Let’s Build and Protect Your Wealth Together

Have questions about mutual funds, SIPs, bonds, or goal-based planning? Connect directly with our Mumbai advisory desk for unbiased guidance tailored to your family's future.

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