About
Empowering Families to Build Wealth with Clarity, Ethics, and Confidence
I’m Ashutosh Shukla — a certified financial advisor with over 8 years of experience, committed to helping working professionals and families achieve true financial independence. With a background in engineering and a deep passion for personal finance, I’ve guided 1,000+ clients through customized strategies in insurance, investments, and retirement planning. My approach is simple: no sales targets, no product pushing — just ethical, personalized, and goal-focused advice to help you grow, protect, and enjoy your wealth.
Trusted Expertise, Backed by Recognized Institutions
With industry-recognized certifications and ongoing professional development, Ashutosh Shukla brings verified expertise and up-to-date knowledge to every financial decision. Each credential reflects a commitment to ethical practice, strategic insight, and client-focused service.
Your Trusted Partner in Financial Freedom
With over 8 years of experience and multiple global certifications, Ashutosh Shukla helps individuals and families make smarter financial choices. From insurance to investments, he offers unbiased advice focused on your life goals — not sales targets. Stay connected and start your journey to a stress-free financial future today.
My Mission
To deliver client-first financial advisory services that prioritize clarity, trust, and long-term well-being over commissions or sales targets. Through education, ethical advice, and customized financial plans, I aim to help millennials and families achieve their financial dreams without sacrificing their present lifestyle.
My Vision
To empower 100,000 families to live a financially secure, stress-free life by offering honest, ethical, and personalized financial guidance.
Professionally Certified. Globally Recognized.
With multiple respected certifications in mutual funds, investment advisory, insurance, and international wealth management, I bring a well-rounded, credible, and globally aligned perspective to your personal financial journey. Every strategy I recommend is rooted in expertise, ethics, and up-to-date industry knowledge.
Trusted Credentials That Back Every Financial Decision I Help You Make
1. AMFI Certification (Mutual Fund Distribution)
2. NISM Investment Advisor Level 1 & 2
3. Certified Financial Goal Planner (PGP Academy)
4. CIWM (Certified International Wealth Manager) from the Canadian Securities Institute, affiliated with Moody’s
5. IRDAI Certified Insurance Advisor
I operate independently, offering unbiased, client-first financial advisory services. My expertise lies in designing personalized, goal-driven financial solutions across:
1. Health Insurance & Claim Settlement Support
2. Term Insurance
3. Mutual Funds
4. Comprehensive Financial Planning
5. Retirement & Goal-based Planning
Schedule a Consultation with Me
Book your 1-on-1 session today and get expert, unbiased advice tailored to your unique needs — no product pushing, just practical guidance.