Our focus is on our clients’ financial goals. We are committed to maintaining this focus at all times and value the relationships and trust we earn every day. We never stop listening.

ABOUT OUR JOURNEY

With decades of experience in investment advisory, we bring an enriching and insightful journey to wealth management. Our primary objective is to help clients manage and grow their wealth through a holistic approach.

We focus on building a strong financial foundation that aligns seamlessly with each client’s goals and aspirations. By understanding what truly matters to them, we create strategies that are both practical and forward-looking.

Our commitment remains firmly centered on our clients’ financial goals. We value relationships built on trust, which we strive to earn every day through consistency, transparency, and by always listening closely to our client's evolving needs.

Leadership Team & Experts

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Ashok Shetty

With over 28 years of experience in finance and consulting, he leads the firm with a strong vision rooted in integrity. He is committed to transparency and clarity in all investment recommendations, ensuring that every piece of advice is tailored to the client's needs and serves their best interests

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Vinoda Shetty

AMFI Certified Mutual Fund Advisor

Vinoda is a commerce graduate who ventured into business and is the founder of Foresee Investment. She strongly believes in transparency and clarity when guiding clients on investment options, ensuring that every recommendation is tailored to the client’s needs and serves their best interests.

Apart from her professional accomplishments, Vinoda is actively involved in social and community initiatives. She has played a significant role in the Bunts Sangha Mumbai, Jogeshwari–Dahisar Regional Committee, serving as Chairperson from 2017 to 2020 and currently contributing as an Advisor.

This combination of professional expertise and social commitment reflects her dedication to both financial empowerment and community development.

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CA Aditya Shetty

With over 19 years of experience in Finance & Consulting, leads the firm with a vision of integrity, excellence, and client-centric service. His expertise spans financial advisory, taxation and consulting

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Apurva Bane

Is known for her honest advice and excellent post-sales service in life and non-life insurance. Specializing in corporate solutions like Keyman Insurance and Employer-Employee Schemes, her expertise in LIC of India's Group Gratuity Scheme distinguishes her from other insurance advisors.