+91 98211 83855

shettyjayprakash@gmail.com

CERTIFIED FINANCIAL ADVISOR

I am Jayprakash Shetty &
I help people with investing & finance

I specialize in need-based financial planning for individuals helping them make sound and aware financial decisions with their assets.

About ME
MY Services

My Services

My collaboration with the clients begin with an interesting conversation about managing their assets.

Retirement Planning

Financial planning for your second innings with measures investment

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Need Based Planning

Financial planning for education & marriage of your children

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Investing & Auditing

Investment planning & optimization of your current portfolio

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Insurance & Covers

Management of your Life Insurance & Health Insurance Covers

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View All Services

About Me

I am a Certified Financial Advisor with 19+ years of industry experience in investing, insurance and financial planning

I am Passionate About Financial Planning & Growing Money Smartly

Traditional ways are not always the best ways of growing money. Modern routes are safer & more products that offer a superior return on investment. Unfortunately, people lack awareness.

About Me

My Mission

I want to educate the masses about the newer and modern opportunities of investing & help people with financial management

My Vision

To help protect & safeguard the futures of thousands of individuals & families through smarter ways of financial planning & management

My Process of Work

Need / Objective Analysis

Understanding the goals of the family & individual in order to keep the need at the core of the financial plan

 

Portfolio Evaluation

Understanding the current standing of investments and savings of the family & estimating the projected family income

Structuring Roadmap

Drafting of a plan to meet the future goals by estimating expected earnings, hedging the investments & recommending better options of investments

Execution & Review

Taking action on the plans laid with  regular monitoring & audit of the portfolio for optimization & efficiency

Why Jayprakash Shetty

While I am proud of the work I do for my clients,
here are a few reasons for you to believe in me

"

INDUSTRY AUTHORITY

Having started in 2005, I have been serving the Insurance & Finance industry for more than 19 years. Having serviced more than 3000 clients I understand the pulse of the market & offer need based solutions to my clients than trying to sell products.

CLIENT FIRST APPROACH

Wealth is something very personal and hard earned. Need assessment of the client is the very first step in financial planning for an individual. Need & Growth are the pillars of financial planning.

SERVICING

Having a financial advisor is like having a spouse for financial & wealth management, that works towards the management and growth of the portfolio and ensures the milestone goals are met in the process. This calls for a long term relationship by the way of periodical servicing & portfolio evaluation and other fringe support.

Some Numbers That
I am Proud about

Achieving these numbers is not easy, but my journey so far has been nothing less than amazing
when I am able to positively impact the lives of my clients

Worth Claims Settled

Active Clients

Years of Expertise

Awards

TESTIMONIALS

Happy Clients 

Trust is priceless & only time can
buy it for you, with genuine,
honest & transparent efforts!
Here is what I have earned
over the years of my service

JP is not only a wonderful person, but he understands the financial security required for a family even after one’s demise. Knowledge is saviour & I believe he is a saviour of thousands of families. I feel secured that when I am not around, my family will be safe and can meet the current lifestyle we’re having. All of this is because of having you as wonderful advisor with my family

Vishwas – Reliance Telecom

 

One word “Excellent” in all aspects.
Right knowledge & understanding about the product and customer’s requirements.

Jesal – MD & CEO, ST India

 

I accidentally met Jay a few years ago. He not only enlightened me with the financial knowledge & answered my queries but also added a lot in my financial prudence.

Jay is a vigilant financial expert. He is a great Human being & has always been my go-to person & a part of our family.

In today’s era of deceptive advertisements we look for holistic planning and great advice, and for us Jay is the best person we can go for. Cheers to his new venture in extending his hands over serving needfuls!

Jayant – Infosys

 

JP is an advisor par excellence. We have bought Life Insurance and Health Insurance plans from him. He customises the plan in such a way that it suits our needs and our wallet. His service is impeccable specially in helping settle claims. He is our family Insurance advisor and a dear friend

Davis – HR Consultant

 JP is knowledgeable & confident in the subject matter that he filled in a table for me till I would/could possibly live. He made me visualise situations & circumstances I had not paid to much of attention to. Suddenly all that he was speaking made sense

In matters of Insurance,
I have not met a person with so much knowledge, warmth and a positive attitude towards life. 

The difference with JP is that he does not come to you with the intention to sell but to satisfy your needs to your future commitments. He is now family.

Vishwanath – Businessman

More Testimonials

Latest from my Blog

I like to write about diverse topics that encompass people, life, wealth,
security & lifestyle management