Sharath Shet Email and Phone Number

Hello,I am a seasoned professional in the field of financial advisory with over 8 years of experience in serving High Net Worth Individuals (HNIs) in the Indian equity market and various financial products. Throughout my career, I have had the privilege of working with esteemed organizations such as HDFC Securities Limited, Kotak Securities, and Religare Broking Limited, where I honed my skills in managing investments and building enduring relationships with clients.My primary focus has always been on delivering personalized financial solutions to my clients to help them achieve their investment goals. In addition to providing insights and guidance on the Indian equity market, I am well-versed in a wide range of financial products, including Alternative Investment Funds (AIFs), Portfolio Management Services (PMS), insurance, and Mutual Funds.My approach to financial advisory is rooted in a commitment to long-term client relationships. I understand that every client has unique financial objectives, risk tolerance, and investment horizons. By carefully analyzing these factors and staying abreast of market trends and opportunities, I strive to offer tailored investment strategies that align with my clients' aspirations.My experience and dedication to the financial well-being of my clients make me a trusted partner in navigating the complexities of the Indian equity market and making informed decisions regarding various financial products. Whether you are looking to optimize your equity portfolio, explore alternative investments, or secure your financial future through insurance and mutual funds, I am here to provide expert guidance and support.I look forward to the opportunity to work with you and assist you in achieving your financial objectives while building a lasting and prosperous partnership. Feel free to reach out to me for any financial advice or queries related to the Indian equity market and the array of financial products available.I have held the following professional positions:Relationship Manager at HDFC Securities from July 2014 to September 2018.Assistant Manager at Kotak Securities from September 2018 to August 2019.Deputy Manager at Religare Broking from August 2019 to October 2020.Deputy Manager at HDFC Securities from April 2022 to the present.