Testimonials
A quick session with Shaket Kapoor gave me valuable clarity on my financial goals and investments. His insights were sharp, actionable, and easy to understand—perfect for anyone looking to get focused on their financial future.
Services
Video meeting . 30 mins
5
Chit Chat
Let’s Keep It Casual – No Advice, No Gyaan, Just Chit Chat!
Video meeting . 60 mins
Portfolio Review
See the Full Picture, Clearly
Video meeting . 30 mins
1-on-1 Insurance Clarity Call
Let’s Talk Protection That Fits You
Video meeting . 60 mins
Will & Estate Planning
For your family. For your peace. For your forever.
Priority DM . a day reply
Priority DM
If you need any Urgent Help
Video meeting . 60 mins
Investment & Financial Planning
Your Dreams Deserve a Plan
Package . 8 products
All-in-One Financial & Investment Planning App
Everything You Need in One Place
Investment & Financial Planning
Video Meeting
1
Will & Estate Planning
Video Meeting
1
1-on-1 Insurance Clarity Call
Video Meeting
1
Portfolio Review
Video Meeting
5
About me
With over 18 years of experience in the financial services sector, currently serving as Co-Founder of a financial consultancy firm, contributing expertise in financial planning, investment consultancy, and equity research. Previously held leadership roles at Axis Mutual Fund and IDFC Mutual Fund, enabling teams to design strategic portfolios and deliver impactful results. Certified as a Financial Planner and SEBI-authorized Research Analyst, committed to empowering clients with tailored investment strategies and actionable insights. Dedicated to fostering innovation and informed decision-making in the investment landscape while aligning with organizational goals and client success.
- Bright Future Finmarthttps://WWW.BRIGHTFUTUREFINMART.COM
