Naveen Shetty

Bengaluru · 9 yrs experience

SEBI RIA

Reg: INA000007834

Experience

9 yrs

SEBI registered

First Session

Free

No commitments

Languages

English, Kannada, Hindi

Fee-only RIA helping Bengaluru families build diversified portfolios. Focus on term insurance adequacy reviews and FD laddering for medium-term goals. No product commissions — ever.

Specializes in

Mutual FundsBonds & FDsInsurance

Book a Free Session

First session is absolutely free · No hidden charges