Prasad Shetty

Throughout his career, Prasad has worked closely with affluent investors and retirees, helping them navigate complex financial decisions with clarity, confidence and a long-term perspective.

His areas of expertise include behavioural finance, retirement planning, GIFT City investments and Specialised Investment Funds (SIFs). While he enjoys exploring the technical aspects of investing, his greatest passion lies in helping people achieve Retirement with Dignity and ultimately, financial freedom. His belief is simple: money should give people choices, independence and peace of mind.

Prasad’s journey into financial planning was shaped by two lifelong interests—planning and psychology. He believes that every financial decision is influenced not just by numbers, but also by human behaviour, emotions and habits. When thoughtful planning meets money and psychology, it creates a powerful ‘triveni sangam’, the framework for helping people make better financial decisions and build lasting wealth.

Beyond advising clients, Prasad is deeply committed to financial education. He has shared his insights through podcasts, articles and publications, with his work featured on platforms including The Economic Times, Amar Ujala, The Bonus by Amar Ujala, Zee News and AAFM. He has also spoken at TEDx and various investor education initiatives, reflecting his belief that informed investors make stronger financial decisions.

At the heart of his work is a philosophy that has guided MoneyAnna from the beginning: when clients win, everyone wins. By helping people understand money better and make informed financial choices, he believes individuals, the advisory profession and the industry as a whole grow together.