Shrey wealth was established in 2013 by Hardik Joshi. We observed that people sold products rather than solutions. People were selling products in the name of: "Financial Planning”, "Wealth management” & so on. Clients were more bothered about returns than goal achievement.
We believe that this industry is not all about selling it is about Sharing. We have decided to share the right financial knowledge with our clients. We took a hard path to promote financial literacy, goal planning, product suggestion based on need, creating fellow team members who are not a salesman but professional wealth managers.
Shrey Wealth is committed to helping you achieve your lifestyle and financial goals
through a planning-based approach, customized solutions and implementation.
Create a detailed profile of your financial position.
Analyze your financial position including running long-term wealth accumulation and income projections.
Recommend the financial solutions and services that are right for you.
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.