Though the Family Offices concept seems new, it can be traced to as early as the sixth century, and experts on the financial matters involved managing wealth for princely families and Royals.
We, at Shrey Wealth also understand that ultra-high net worth clients have different expectations and requirements. We are committed to providing solutions in managing the financial and investment side of an affluent individual or family. Our offerings at Shrey Wealth include investment management, tax and estate planning, orderly succession for family-owned businesses, and charitable giving.
Several wealthy families incurred substantial losses on their investment portfolios that were being managed by banks and larger financial institutions in a scattered manner instead of being managed under one roof in a structured way with personalized solutions.
It is a wonderful journey of the last 18 Years of meeting people, understanding needs & tries to give appropriate solutions. It is the most satisfying profession for me & my team as we get a chance to be part of someone’s dream & goal achieving.
304,Maruti Sankalp, Opp.APC,
Anand Vidyanagar Road,
Anand-388001
+91 6353314707
AMFI Registered Mutual Fund Distributor | ARN-255332 | Date of initial Registration: 18-October-2022 | Current validity of ARN-255332: 17-October-2025.
Copyright © Shrey Wealth. All rights reserved.
Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments. Option of Direct Plan for every Mutual Fund Scheme is available to investors offering advantage of lower expense ratio. We are not entitled to earn any commission on Direct plans. Hence we do not deal in Direct Plans.