Shrey Wealth is an independent mutual fund, SIF and PMS distribution house. We help you understand before you invest, offer only what fits you, and serve you for decades — not quarters.
We are AMFI-registered distributors (ARN-255332) and APMI-registered PMS distributors (APRN-02027) — not a SEBI-registered Investment Adviser. We provide incidental advice only, as permitted for distributors.
India has over 1.5 lakh mutual fund distributors, most selling product behind the language of “goal planning.” We do something quieter, and rarer.
We tell you exactly what you're buying, what it costs, and what it can't do — and we deal only in Regular Plans, with commissions disclosed.
Two decades of experience and the CFP® discipline mean the diagnosis is real — shown as understanding, never as a sales pitch.
Prepared reviews, fast answers, and a call from us first when markets fall. Clients stay, consolidate, and refer.
One relationship, a lifetime of fit. We recommend the next rung only when your risk profile genuinely calls for it — never for the ticket size.
Regular-Plan schemes from 30 empanelled AMCs across every category. SIPs build a steady, disciplined base.
SEBI's new Specialised Investment Fund category — for investors with enhanced risk understanding and capacity.
Distributed from SEBI-registered Portfolio Managers (Alfa Accurate, Buoyant, Renaissance). We are not a Portfolio Manager.
The same calm, four-step process behind every relationship — backed by documented Risk Profiling, Suitability and Fund Selection policies.
Your situation, goals, fears, and money held elsewhere.
A signed Risk Profiling Questionnaire sets your risk category.
Only schemes suitable for your profile, costs disclosed.
Reviews, clarity, and a steady hand through every market.
A deliberately small, well-served client list — written for one reader at a time.
The diagnosis is free. Read how we think before you ever talk to us.
No products. No pressure. Just a clear, professional view of where you stand and what fits.
304, Maruti Sankalp Complex, Opp. A.P.C., Anand Vidya Nagar Road, Anand – 388001, Gujarat
