The Pillar of Shrey Wealth
Hardik Joshi
Elite Financial Planner with 17+ years of expertise in delivering tailored financial strategies
The Pillar of Shrey Wealth
Hardik Joshi
Elite Financial Planner with 17+ years of expertise in delivering tailored financial strategies
What makes us unique?
Transparent advice built on integrity and reliability
Client-first, data-driven decisions
Proven track record
Our proprietary wealth building strategies – EVLT model
Core Values
Trust
Transparent advice built on integrity and reliability
Investment Expertise
Strategic investment planning tailored for wealth creation and preservation
Client Centricity
Dedicated to understanding and prioritizing your unique financial goals
Credibility
Certified financial expert with a proven 17-year track record
Data Driven Intelligence
Leveraging analytics for informed financial and investment strategies
Maximize returns while protecting downside risk
Market Navigation through Turbulent Times
Demonitization
Nov 2016
The EVLT focused on managing liquidity
Brexit
Jun 2016
The EVLT focused on avoiding international exposure
IL&FS Crisis
Sept 2018
EVLT showed resilience through reduced NBFC exposure
COVID-19 Crash
Mar 2020
Maintained 40% equity under EVLT, gradually increased post-crash
Russia-Ukraine War
Feb 2022
Once again, our equity exposure was low, thanks to EVLT
Global Recession Fears
Mid 2023
EVLT is prepared for the ups and downs
Our Expertise
We help you invest in high-quality mutual funds tailored to your goals—whether it’s wealth creation, retirement, or children’s education. With our expert research and periodic reviews, we ensure your investments stay on track through market cycles. Our goal is to simplify investing while maximizing long-term returns. Let your money work smarter, not harder.
For investors a more personalized and high-conviction approach, we offer access to curated PMS strategies backed by research-driven frameworks and continuous performance monitoring.
We provide select opportunities across AIFs, REITs, and structured products — helping you diversify beyond traditional markets and tap into institutional-grade strategies with transparency and diligence.
We help you build a stable and predictable income stream with carefully selected bonds. Whether it’s tax-free bonds, corporate debt, or government securities, our bond advisory ensures you find the right mix of safety and yield. Great for conservative investors or those seeking regular passive income.
Your wealth deserves a legacy. We collaborate with legal and tax experts to create seamless estate structures, family trusts, and intergenerational wealth transfer plans — preserving your values along with your assets.
Success Stories
From Stability to Growth
Dr. Patel’s Journey to Wealth with Peace of Mind
Securing a Daughter’s Future
Ms. Vyas' Journey to Financial Confidence
A secure retirement is not just a dream
Ms. Patel’s Journey to a Secure Retirement
© 2025 Shrey Wealth. All rights reserved.
AMFI Registered Mutual Fund Distributor | ARN-255332 | Date of initial Registration: 18-October-2022 | Current validity of ARN-255332: 17-October-2028.
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.
AMFI Registered Mutual Fund Distributor | ARN-255332 | Date of initial Registration: 18-October-2022 | Current validity of ARN-255332: 17-October-2028.
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.