He is a Limra, NISM & Kinder Brothers Certified Financial Planner with experience of 18+ years. Jayprakash Shetty has been recognized & awarded by the industry’s leading brands like Max Life Insurance, Star Insurance, etc. as one of India’s most decorated & leading Financial Advisors. He is a member of the globally known Million Dollar Round Table (MDRT) forum for 19+ years & has been a part of th
e MDRT’s elite forum, Court of Table (COT) five times and Top of Table (TOT), which is an international recognition in the insurance industry, positioning him as one of the highly successful Financial Advisors across the globe. He has been recognized & awarded by Chairman’s Awards at Max Group (2009 & 2020), NYLI Awards 2011. Jayprakash is also a Cabinet Council Member of the prestigious Advisory Committee of Max Life Insurance for launching new initiatives with respect to insurance services & products. Jayprakash Shetty works closely with his clients across the categories of Salaried Individuals, Businessmen, NRIs, Retired Individuals, Commercial Organisations & Corporate, offering tailor-made solutions & fostering long-term associations. Solutions offered by Jayprakash Shetty helps his clients identify their long term goals, objectives & plans such as;
Wealth & Retirement Planning,
Children Education / Marriage,
Health & Medical Insurance planning ,
Portfolio Management & Review,
Asset Management,
Divestment & Reinvestment, etc. He believes in keeping the Need Analysis at the core of his association and then devices purpose-based financial solutions & plans. Annual reviews, market reviews, and plan optimization is an integral part of his service delivery, that ensures efficiency and maximum returns for his clients. Apart from offering tailor-made solutions through Life Insurance & Health Insurance products, Jayprakash Shetty also routes his solutions through Mutual funds, Bonds, Fixed Deposits, Non-Convertible Debentures & Secondary Debt Instruments. Association with Jayprakash typically starts with a call or an email. Learn more about Jayprakash Shetty & his take on Life, Finance, Wealth & Aspiration Management on his personal Blog www.jayprakashshetty.com
You can directly write to him at [email protected] or call on +91 9821183855 for a quick introduction.
