I can help you grow wealth, gain passive income, and achieve your goals faster with my proprietary GOAT Strategy. Together, we’ll craft smart, personalized financial solutions that secure your future and unlock your financial freedom.
Specialized in Securities Analysis & Portfolio Management, Financial Markets & Services, Advanced Financial Management, Quantitative Techniques, and Economics of Business – laying a strong analytical foundation in strategic financial planning.
Focused on Auditing, Income Tax, Indian Law, Cost & Management Accounting – building a solid base in financial management and regulatory frameworks.
Completed the foundation course from The Institute of Cost Accountants of India, gaining early exposure to cost accounting and financial control principles.
Developed in-depth financial analytical skills to evaluate investment instruments and market dynamics with professional precision.
Specialized in Capital Markets, Commodity Markets, and Derivatives Markets, reinforcing expertise across multiple asset classes and financial products.
Authorized by AMFI to provide mutual fund advisory, with a strong grasp of portfolio diversification and fund suitability analysis.
Offering tailored financial solutions to HNIs and Ultra-HNIs, focused on structured wealth creation, financial freedom, and strategic planning.
Built and managed HNI/UHNI portfolios from scratch using goal-based financial planning and scientific asset allocation models to balance returns and risk.
Led affluent client portfolios, created comprehensive investment plans, and aligned strategies with clients' life goals and risk appetite across India’s top private banks.
Began as Financial Advisor, progressed to Branch Head roles in HDFC Life, ICICI Prudential, and SBI Life. Gained in-depth exposure to protection planning, insurance products, and client-centric advisory.
Customized portfolio planning and smart asset allocation to help you grow, manage, and protect your wealth effectively. I work closely with you to understand your financial goals, risk appetite, and future aspirations, creating diversified investment strategies that build long-term financial security while maximizing growth opportunities.
Designing sustainable passive income streams through proven investment strategies, real estate ventures, dividend-generating assets, and GOAT Strategy insights. I’ll help you create multiple sources of income that work for you 24/7 — so you can enjoy financial stability and freedom without being tied to a 9-to-5 job.
Secure your future with personalized retirement plans, goal-based financial roadmaps, and risk-managed growth strategies. Together, we’ll map out your ideal retirement lifestyle, calculate the funds needed, and implement tax-efficient, inflation-protected solutions to ensure your peace of mind in the years ahead.
A comprehensive, step-by-step action plan designed to guide you toward financial independence using my unique GOAT Strategy framework. This roadmap will outline clear, actionable steps — from debt management and smart investing to wealth preservation — putting you firmly in control of your financial destiny.
Shailesh’s financial guidance has completely transformed the way I manage my money. Thanks to his GOAT Strategy, I’ve built a steady passive income and feel more confident about my financial future than ever before.
I always struggled with saving and investing, but with Shailesh’s financial freedom roadmap, I’ve finally started building wealth and planning for my retirement without stress. Highly recommend his services!
As a business owner, I needed a solid plan for passive income and retirement. Shailesh provided me with clear, actionable strategies that not only secure my wealth but also grow it consistently.
I offer Wealth Management, Passive Income Planning, Retirement & Future Planning, and Financial Freedom Roadmaps — all customized to your goals using my GOAT Strategy framework.
Simply head over to the Contact section, fill out the form, and I’ll get in touch with you personally to discuss your financial goals and set up a plan.
Yes, the first consultation call is absolutely free. It’s a no-obligation chat to understand your needs and how I can help.
Yes — but more than just advice. I provide personalized portfolio strategies, passive income ideas, and step-by-step roadmaps for wealth creation and risk-managed growth.