If you’ve built a career, but your money still feels like a scattered spreadsheet, you’re not alone in this. Most CXOs, founders, and senior professionals I work with didn’t start confused. They started too busy. Scaling businesses. Funding legacies. Chasing goals. And somewhere along the way, their wealth strategy became a “park-it-and-pray” plan. Until one of these things happened – The portfolio that wasn’t reviewed for 18 months. The SIP looked great on paper, but didn’t align with real goals. The insurance that was sold as “best-in-class” by the 5th new RM that year. Sound familiar? I’ve seen it all because I’ve been on the inside. Hi, I’m ShaktiPratap Parihar; An AMFI-registered Mutual Fund Distributor, Investment Advisor & Wealth Strategist with 20+ years in finance across banking, loans, insurance, and investments. I’ve seen the full cycle of money in motion: From risk protection to long-term wealth creation From approving home loans to managing HNI portfolios From first-time investors to multi-crore family strategies My journey began in 2005, recommending mortgages. But it was in 2007, inside ICICI Prudential’s training rooms, where I learned a truth that still anchors my work: Risk coverage isn’t a mere checkbox; it’s the foundation of smart financial planning. That principle guided me through Citibank, Standard Chartered, and Tata Capital Wealth leading advisory teams, managing complex portfolios, and serving some of India’s top professionals. And yet, no matter the title, one silent question kept surfacing: “Am I doing enough with my money?” In 2021, I stopped chasing designations and started building real, long-term financial partnerships as an independent, client-first advisor. What I Do Today: I help CXOs, founders, and growth-driven leaders build personalized wealth ecosystems that are strategic, not scattered. Also, reviewed, rebalanced, and built to evolve. We focus on: SIP & Mutual Fund Strategies Goal-Based Financial Planning Risk Mitigation & Asset Diversification Portfolio Construction & Active Management End-to-End Execution with Zero Product Push And the best part? It’s not a one-time plan; it’s a long-term relationship. Proof of Impact – ₹40 Cr+ AUM currently managed 250+ CXOs & professionals served 70%+ clients retained for 10+ years Ex–Citi, SCB, Tata Capital, ICICI Prudential 1000+ personalized portfolio reviews delivered So, are you ready to grow your wealth with clarity & confidence? Book a 1:1 consultation with me below! I’ll meet you where you are and help you plan for where you’re headed.