"Mr. Surendra Shetty is an industry veteran with almost 38 years of experience in various fields of personal finance, like life insurance, general insurance, mutual funds, taxation, and accounting. After spending the initial years in the corporate pharma world, he drew to his liking and ventured into guiding individuals for financial planning with protection as a foundation and gradually moving to investments to help clients create wealth. Educating clients to create their wealth and celebrating their goal achievements is the favourite part of his work. His simple approach and building wealth for clients mind-set, helps them trust him and follow his approach to wealth creation."
"Ashwiinii has completed her master's in Real Estate & Urban Infrastructure and is a CERTIFIED FINANCIAL PLANNER CM. With industry experience of a decade, she has her client base across the globe. She has conducted many investor awareness programs, especially for women, and incorporated them to help them understand the importance of discipline & goal planning. Educating women in personal finance is her passion; she runs a community called "Cook Your Own Money," which helps women educate themselves in this field to take charge of their finances. .
