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Welcome To PATHFINDERS

Guiding Every Financial Journey with Clarity

Wealth Management and Financial Planning

Building Wealth with Structure, Clarity & Purpose

Retirement Planning

Plan Today. Relax Tomorrow.

Structured HNI Products (PMS, AIF, SIF)

Sophisticated Investment Solutions for Evolved Investors

Tax-Efficient Investment Planning

Maximising Returns Through Smart Tax Planning

Children’s Future Planning

Securing Every Milestone Ahead.

ABOUT US

Pathfinders is founded on a simple belief that true financial success is not just about building wealth. It is about creating freedom, security, and peace of mind. With deep market insight and disciplined strategies, we help individuals, professionals, and families make informed and confident financial decisions.

As a boutique financial services firm, we focus on transparent guidance, research-driven solutions, and long-term wealth creation, turning aspirations into structured financial plans.

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Proven Track Record

Relationship-Driven Approach

Clear & Strategic Guidence

Holistic Financial Planning

Know The Founders

Reshma Shetty | Founder

Investment & Wealth Coach

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Ami P Kotack | Co-Founder

Investment Strategist & Wealth Architect

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Our Services & Products

Investment & Wealth Management

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Retirement & Tax Planning & Legacy Planning

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Risk & Debt Management

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Business & Financial Structuring

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Process Optimization & Operational Excellence

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SIP Calculator
Money Per month : 1000
Interest Rate : 8%
Year(s) : 5
60,000
Invested
13,414
Returns
73,414
Total
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Associated With

Here’s what our clients have to say

"I have been investing with the help of Ami for 8yrs now. It has been an overall satisfactory Journey. Ami has been very helpful and patient with me. She has always taken the time to instil the confidence in me to continue investing with discipline during the ups n downs. I am grateful to have been associated with her and owe my portfolio’s growth to her. "

Yashima Singh

"SENIOR COMMANDER A350 - AIR INDIA"

"Ms. Shetty has been managing my portfolio for the past nine years, and I couldn’t be happier with her expertise and commitment. We started from zero, but before investing, she took time to understand my goals, savings, asset holdings, and risk appetite. Her structured and personalized approach, along with regular reviews based on my income growth and market trends, helped build a solid financial foundation. Thanks to her timely advice, my portfolio has grown to over ₹35 lakhs even after withdrawing nearly ₹10 lakhs for personal needs. Her clarity, transparency, and dependable guidance have been key to my financial journey. I always make it a point to consult Reshma before making any major financial decision. "

Chirag Upadhyay

"AGM MARKETING (INTL BIZ) - SML LTD"

"I knew nothing about investing but wanted my savings to grow. Reshma planned everything perfectly, and seeing my investments grow has strengthened my trust in her. I thank her for securing my future. "

Kalika Sathe

"LAWYER"

"As an IT professional, I never had the time to manage my finances until a colleague introduced me to Reshma Shetty. It’s been one of my best decisions. I grew up believing in traditional investments like government policies and property. Reshma changed that. Her strategic, diversified approach has completely shifted my perspective. Because of her guidance, I feel financially secure, far less stressed, and more focused in my day-to-day life.Since starting my journey with her, my trust in her has only grown and i wish i would have meet much earlier of my career. Today, I blindly trust Reshma for any investment advice. Highly recommended. "

Punam Shinde

"Sr Manager IT - Laxmi Organics LTD"

"Reshma helped me see that career and financial goals go together and guided me in taking charge of my finances. Today, three generations of women in my family trust iSolution for their financial empowerment. You’re truly in safe hands when your wealth manager’s priority is your financial security."

Vaidehi Desiken

"SR. VP - MARSH INDIA "

"Financial strategy and portfolio set up is totally aligned to the requirement specified. "

Bhargav Faldu

"Managing Director - Icon World of Tile"

"I haven’t spent a penny from my own pocket for holidays domestic & international in the past five years. Thanks to the way Pathfinders have strategically designed my portfolio. My travel expenses are entirely covered through the profits my investments generate. Today, what was once just a thought has become a reality. I am now in a position to buy an economical house in Mumbai. "

Namrata Vartak

"Ashika Group - Chief Communications Officer"

"It was great that we were able to find someone we truly trust for our investments. If we received this guidance five years earlier, we could have saved significantly more. I now feel confident that I’m on the right track with my investments, especially for my retirement planning. "

Satyavan Agate

"Founder & Director Vision Integrated Services Ventures Pvt ltd"

"I am happy and very confident and trust the team for all my financial solutions. I recommend personally the services! "

Komal shah

"Home Maker- Full Time Market Trader"

"Ami is very approachable. Always available to discuss queries. "

Divya Jakhar

"Air India- Pilot"

"Bcos of your financial guidance reshma shetty . I was able to meet my goals .thanks u for helping me turn plans into progress. I truly appreciate ur support and expertise "

Namrata patil

"Sr Sale Executive- saboo investments"