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Anand | Mumbai | Vadodara | Ahmedabad

Dhruvi

A Chartered Wealth Manager (CWM®), brings 10+ years of expertise in financial planning, portfolio management, and wealth optimization.

8732900245

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© 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-2025. 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.

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Dhruvi Shah

Expert Chartered Wealth Manager & Financial Strategist

Dhruvi Shah, a Chartered Wealth Manager (CWM®), brings a decade of expertise in financial planning, portfolio management, and wealth optimization. As a key financial strategist at Shrey Wealth, she is renowned for her meticulous approach to portfolio review and personalized client engagement, ensuring each investment strategy is tailored to long-term financial success.

With an unwavering commitment to precision, market insight, and client-centric financial planning, Dhruvi manages a distinguished portfolio of 100+ High-Net-Worth Individuals (HNIs). Her expertise lies in crafting sophisticated investment roadmaps, optimizing wealth strategies, and delivering data-driven financial solutions that align seamlessly with clients' aspirations.

Recognized for her strategic foresight and exceptional client relationships, Dhruvi continues to set new benchmarks in wealth management, helping clients navigate complex financial landscapes with confidence, clarity, and unparalleled expertise.

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