Company Profile

PathFinders is a boutique financial services firm founded by Reshma Shetty and Ami P Kotack, built on the principle that sound financial outcomes are driven by informed decision-making.

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In an environment marked by market complexity and an abundance of financial products, we work with individuals, professionals, and families to bring structure, clarity, and perspective to their investment journey. With over two decades of experience in the financial industry, we draw on deep market understanding and disciplined processes to support thoughtful financial decisions.

Our services focus on facilitating access to investment and insurance products, supported by clear communication and suitability-based product understanding. We take time to understand client preferences, risk considerations, and time horizons, and provide information and assistance to help clients make well-considered choices in line with their financial needs.

At PathFinders, our focus is on building long-term relationships founded on transparency, consistency, and trust—helping clients navigate their financial journey with confidence.

We don’t sell paths—we help you find yours.

Our Philosophy

That’s how we help you find your path to prosperity.

PathFinders—guiding every financial journey with purpose.

Our Mission

To simplify wealth creation through honest, personalized, and research-backed advisory, empowering clients to grow, protect, and manage their wealth with clarity and confidence.

Our Vision

To be the most trusted and insightful financial advisory partner, helping every client achieve long-term financial independence and prosperity.

Our Promise

At Pathfinders, we walk every step with you— turning goals into plans, opportunities into outcomes, and dreams into a confident financial future.