Wealth Wellness Retirement | Interview with Deeraj Shetty- PD21

Today we have with us Deeraj Shetty.

As a former professional tennis player, Deeraj understands the importance of Discipline, Dedication and overcoming failures.Having left home at the age of 15 was the beginning of his journey of Money, Budgeting, Planning and Personal Finance.Today, as a SEBI Registered Investment and Retirement Advisor, Deeraj Shetty advises Executives, Doctors, Lawyers & Athletes with comprehensive Wealth Protection and Wealth Creation solutions with a detailed focus on Tax Efficiency and Risk Protection for the family.As an NRI having spent 29 years living and working in Bahrain, Dubai, USA & Singapore, Deeraj has learned and understood cross-border cultures & nuances while being exposed to Indian and Global Wealth Advisory.With opportunities as an NRI Wealth Manager in Singapore, Deeraj believed the system will not allow him to build honest relationships with a comprehensive approach towards Investments and Retirement Planning with 100% Transparency where our Business Model is linked DIRECTLY to the growth of the Family’s Portfolio.In 2011, Deeraj finally decided to get out of his comfort zone to become the face for Fiduciary Personal Finance in India – Hence the birth of India‚Äôs few SEBI Registered Investment & Retirement Advisors.

Deeraj Shetty- Wealth Wellness Retirement - Interview Preneurship Diaries Podcast

Highlights of the Talk:

  • Learning experiences in various geographies and financial products
  • Personal and Professional challenges while setting up his first business
  • Career in Personal Finance- for amyone wwanting to join this field
  • Importance of Financial Education
  • Life skills every child should know and learn- Cycling, Swimming, Any sport, Any musical instrument, Financial education, Listening, Networking, Coding
  • Productivity in terms of teams and company
  • Being a SEBI Registered Investment and Retirement Advisor
  • About his other venture- Salud Beverages Pvt. Ltd.
  • Authentic Connections goes a long way
  • Experience during the Pandemic
  • Wellbeing

Deeraj can be reached at [email protected]

1. Website: https://deerajshetty.com/

2. Instagram: https://www.instagram.com/urpersonalcfo/

3. LinkedIn: https://www.linkedin.com/in/shettydeeraj/


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