I have been associated with Lata Shetty as my financial advisor for close to 10 years. She is extremely professional and prompt in her dealings. We have had numerous exchanges with regards to financial advisory and I fully trust her opinion. She is transparent and makes sure that she provides the best advice in the given circumstances. Highly recommended.

Jeena Patel

Vice President Credit Suisse

Lata is a bright and cheerful person with a creative bent of mind. A finance enthusiast with excellent communication research and management skills. Wether she is working on advising you on a personal investment, financial planning or just helping out with Insurance she ensures customer delight. Her attention to detail by backing each statement with facts is very assuring for customers. Her ability to juggle on multiple things under stringent timelines is noteworthy. Highly recommend to get your financial planning started with Lata.

Kshitij Oza

Vice President Nomura

Investments process are very difficult to understand lata is the one who made me realise the value of investment. initially was not so sure and clear, but slowly and sturdily she bridge the gap between my lack of knowledge on investment.the team is very helpful and transparent ,they know there area like trough professionals ,they are handling my investments with utmost care ,feels good when your money is in safe hands where u have the confidence and trust.Will wish all the very best to this venture and request everyone to feel the magic.

Vinay poojari

Associate Manager Disney India

I have known Lata for a couple of years... She is warm and friendly and at the same time very wise, ethical, reliable and professional in her services... She understands our investment objectives as well as our personal needs and offers the best financial advices... She also makes complex financial information easy to understand which assures that your going on the right track and your finances are in safe hands... Thanks Lata... Would recommend each one of you to give her the opportunity to plan your finances... Good luck Lata and team

Priya Poojary

Manager Cipla

Investin team really helped me to understand financial risk and take necessary action in order to mitigate those risk. Team is very proactiveness and provide effective solution within time. Their efforts is really commendable. I am very happy about their tournament time. Wish you all the best to entire Investin team.

Babasaheb Gade

Associate Manager Accenture

Passion knowledge and genuine interest in achieving the best for clients is what makes a truly professional advisor. Lata has it all of them absolutely delighted with the service what really impressed me was the financial understanding & way ahead, Your depth of knowledge , Lateral thinking common sense approach professional ethical & caring demeanour elicits my trust and respect & I gladly recommend your services wherever possible.

Dr. Sandesh Vishwasrao

Manager Mehta API

I have known Lata since MBA days a girl with cool mind and smiling face, has creative ideas on investment and very good financial knowledge. She is very proactive. Her advice on long term and short term investments are excellent based on the risk analysis, recommendations she gives are great. I wish her great success and recommend her for your financial planning

Ramesh Desai

Regional Manager and Major project technical Head Otis elevator Middle east - Dubai

I have been utilizing the investment advisory services provided by Ms Lata shetty . Her advice as per market behaviour is great & very effective. I am always receive accurate timely & valuable advice related about my Investments. Thanks & keep up the good work.

Dharmesh Rathod

software engineer - Goqii Technologies

I came in contact with Lata through a common friend. Myself being a novice in investment, I decided to trust her completely. She came across a knowledgably always ready to help & reachable. She keeps me updated about my investments and modification required on a timely basis. For financial planning I can vouch for her completely

Dr Ashootosh Gupte

Paediatrician and Neonatologist

Lata is someone you can trust in current risky & volatile financial market, her advice is something one can bank on. she understands individual's needs works meticulously to meet the requirements. I have been associated with her since a decade and look forward for many more Highly recommended

Deepa Dagya

I am very grateful to Mrs. Lata G. Shetty for the financial guidance provided on behalf of 'Investin Finnacial Solutions' firm towards fulfilling my fruitful selective investments by covering overall essential segments. Further wants to thank for her professional, responsive & value-added service and wish her the best for future endeavors.

Dr. Sushil Kumar J. Mishra
Team Leader,
Premier Intermediates(P)Ltd., Thane.