Deeraj Shetty
Principal Advisor: Deeraj Shetty
SEBI RIA REG NO: INA000000000
Deeraj Shetty, Chief Dreamer – began his journey of money management at the age of 15 when he moved to the USA to pursue his dream of becoming a professional tennis player.Whilst living in Singapore and undergoing two internships at CitiBank Singapore and UBS Singapore, Deeraj quickly realized the alarming gap between the Client's Expectations & Client's Experience
Wealth Management, Financial Planning, Tax Planning, Insurance Planning, Investment Planning, Retirement Planning, Estate Planning, and more.
Services Offered
investment management
We engage with you to create wealth protection and long term wealth creation strategies to generate a Secondary Income and achieve your Life's Ambitions
Tax Optimization Strategies
Strategic tax planning to minimize your tax liability while maximizing savings and investments.
Retirement planning
We protect your wealth and create a holistic inflation adjusted pension plan along with a contingency plan to fulfil all your life's ambitions and to help you create a Legacy!
NRI Advisory
We consolidate your global assets, manage your Indian real estate and investments and hand-hold you through your transition as an NRI to a tax paying, Indian resident.
About Deeraj Shetty
We offer a progressive planning practice that differentiates itself by being disciplined, well researched and profitable. We are a privately owned company and therefore core decisions regarding our processes and practices start at grassroots, ensuring all angles are covered in the decision making process. It is our belief that by providing a personalized and consistent service experience, we ensure long and fruitful relationships with our clients. In the true spirit of our commitment, we conduct open discussions to seek first to understand what is important to the client and then to be understood when finding solutions to their financial position.
Client Testimonials
“Rajesh helped us plan our retirement effectively. His expertise in tax planning saved us lakhs in taxes.”
Amit & Priya Patel
IT Professionals, Mumbai
“Excellent guidance on portfolio diversification. Our investments are now well-balanced and growing steadily.”
Vikram Sharma
Business Owner
“Professional approach and transparent fee structure. Highly recommend for comprehensive financial planning.”
Dr. Sneha Joshi
Medical Professional
Frequently Asked Questions
What makes Deeraj Shetty different from other financial advisors?
We are fee-only advisors with no commission bias. Our recommendations are purely in your best interest as SEBI RIA.
How do you help with tax planning?
We analyze your income, investments, and expenses to suggest tax-saving instruments and strategies under various sections.
What is your typical client profile?
We work with salaried professionals and business owners with income above ₹8 lakhs annually who want systematic financial planning.
How often do you review portfolios?
We conduct quarterly reviews and rebalancing as needed. Emergency consultations are available anytime.
