About Us
We started as a proprietorship concern back in 2016 with an aspiration to be one of the
prominent names in wealth management space. In 2022, we got converted into private limited
by the name “SHETTY BROTHERS WEALTH PVT. Ltd.”. We are an India based wealth
management company extending our wings across India and even abroad.
Guiding our clients in their wealth creation journey, for us is like serving our country and our people. Our values drive our culture and is our biggest asset. Our core values are Sachchi Advice, Seva Bhav, Client Centric. We believe in ‘ADVISING AND NOT SELLING’.
We understand that every individual profile is unique. Achieving the financial goals of our clients while keeping the risk appetite in mind gives us immense pride. With the advent on technology, companies like us can dream big and compete with bigger players. We strive on delivering maximum value to our clients.
Guiding our clients in their wealth creation journey, for us is like serving our country and our people. Our values drive our culture and is our biggest asset. Our core values are Sachchi Advice, Seva Bhav, Client Centric. We believe in ‘ADVISING AND NOT SELLING’.
We understand that every individual profile is unique. Achieving the financial goals of our clients while keeping the risk appetite in mind gives us immense pride. With the advent on technology, companies like us can dream big and compete with bigger players. We strive on delivering maximum value to our clients.
Vision
To be the most admired wealth management company in India by giving Sachchi advice to our clients.
Mission
- Happiness for all our stakeholders, especially our clients and employees.
- Make Indians fall in love with equity asset class.
- Create benchmark in ethical standards.
- Educate investors on importance of asset allocation and risk management.
