Prithvi Shetty

Roles & Responsibility

We specialize in managing the full investment lifecycle for individual and corporate clients, with a focus on savings, investments, and mutual funds. Our comprehensive approach—from initial system setup to the final sale of investments—ensures a seamless, efficient experience. Committed to clarity and precision, we guide clients confidently through every stage of their investment journey. Our expertise also extends to a broad range of products, including ISA, GISA, JISA, COFSIPP, and SIPP, delivering tailored solutions that meet diverse financial goals.