Shiv Prasad D

SimpliWealth

Retirement Adviser

Service Location

Bengaluru

Professional Licenses

None Listed

₹

Commission Based Financial Advisor

May be commission conflicts

This financial advisor operates on a commission basis, providing services at no direct upfront cost to you, but is compensated by product manufacturers, which may create an incentive to recommend products with higher payouts.

Contact Information

Address

#143, 3rd Floor, 9th Main Road, 3rd Block, Jayanagar, Bengaluru - 560011, Karnataka.

Website

https://www.simpliwealth.com/

Client Focus & Services

Best suited for

Pre-retirees planning their exit from the workforce and recent retirees managing their retirement income. Individuals approaching retirement age (55+) who need help with retirement income strategies, Social Security optimization, and ensuring their savings last throughout retirement.

Problems solved

Retirement income planning, Social Security optimization, required minimum distributions, retirement budget creation, longevity risk management, pension decisions, healthcare cost planning, withdrawal strategy optimization, inflation protection, tax-efficient retirement distributions.

What this advisor does NOT do

This advisor does not sell products with undisclosed commissions. They do not provide guaranteed returns or principal protection. They do not offer tax return preparation or legal document drafting. They do not provide speculative trading advice. Some products may involve commission-based compensation which may create potential conflicts of interest.

About Shiv Prasad D

SimpliWealth is a trusted financial planning and wealth management firm committed to helping individuals and families build a secure, dignified, and independent retirement. With a strong belief that retirement planning is not optional but essential, SimpliWealth focuses on creating structured, goal-driven roadmaps that align financial decisions with life aspirations. In an Indian context—where responsibilities such as children’s education and marriage often overshadow retirement—SimpliWealth emphasizes the importance of self-reliance, autonomy, and preparedness for rising healthcare needs during later years. Its retirement planning approach is holistic, combining disciplined savings, prudent investing, and long-term clarity to ensure financial confidence in the golden years.

At the core of SimpliWealth’s philosophy is a deep understanding of individual goals, expenses, and risk tolerance. The firm helps clients assess their current financial position, estimate future retirement expenses, and calculate the corpus required to sustain their desired lifestyle. Leveraging the power of compounding and encouraging early, consistent investing, SimpliWealth guides clients across a diversified range of retirement solutions, including provident funds, public provident funds, national pension systems, mutual funds, and tax-efficient instruments. Each strategy is carefully tailored to match the client’s risk profile—whether conservative, moderate, or aggressive—ensuring both emotional comfort and financial prudence.

Beyond accumulation, SimpliWealth places strong emphasis on tax planning, retirement income structuring, healthcare preparedness, and periodic plan reviews. Recognizing that life and markets are dynamic, the firm advocates regular reassessment and timely course correction. Through expert guidance, personalized strategies, and ongoing support, SimpliWealth positions itself as a long-term partner in its clients’ retirement journeys—helping them achieve a future defined by financial independence, dignity, and peace of mind.

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