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About Us

We are a Financial Services Firm providing personalised and consistent services.

With over 20 years in the financial services sector and 1000+ satisfied clients, we have a track record of providing our clients with the most suitable products for their needs thereby building and safeguarding their wealth.

Armed with our huge catalogue of products in Mutual Funds, Insurance, Fixed income Investments and Investments for HNIs and our vast Expertise we help you reach your desired goals. Contact us to begin your journey to financial freedom.

About Us
Key

Personnel

S. D. Shetty

  • S. D. Shetty is a seasoned professional having 20+years of experience in Financial services Industry. An AMFI Registered Mutual Fund Distributor & IRDAI Registered Life & Health Insurance Planner & founder of Shilpi Financial Servicez.
  • With his extensive experience and proven track record, is well-equipped to help clients achieve their financial goals. He is known for his ability to analyze market trends and develop customized investment plans that are tailored to meet each client's unique needs and objectives.

Akshaya Shetty 

  • Akshaya Shetty is an AMFI Registered Mutual Fund Distributor & IRDAI Registered Life & Health Insurance Planner & partner at Shilpi Financial Servicez. An enthusiastic and eager learner. Takes care of investors by Analyzing, implementing and monitoring every aspect of it so that the purpose of investment is met as per the plan.
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Shilpi Financial Servicez