At the helm of Shrey Wealth, Hardik crafts bespoke financial solutions spanning investment management, risk assessment, debt restructuring, corporate profit optimization, and tax-efficient wealth planning. His expertise extends to protected equities, real estate investments, superannuation strategies, retirement planning, and estate structuring, enabling clients to build, preserve, and transition wealth seamlessly. He collaborates closely with clients and their trusted advisors to ensure a holistic, proactive approach to financial planning.

Beyond his advisory expertise, Hardik is deeply invested in mentorship and industry leadership. He actively coaches and trains financial advisors, sharing his insights through published articles in leading newspapers and financial journals. A sought-after speaker, he regularly delivers impactful seminars and workshops on financial planning for corporate & social organizations, NGOs, and academic institutions.

Hardik’s journey is a testament to his perseverance and vision. His professional path began in sales and marketing at Elecon, followed by earning an MBA. He further advanced his career at Kotak Life Insurance before obtaining his CFP certification in 2011. After two years of managing his own investments, he launched his independent practice in 2013 with an innovative “investment-game” strategy, building his business from the ground up. Today, under his leadership, Shrey Wealth manages ~ ₹290 crore in Mutual Funds and PMS, reflecting his unwavering commitment to excellence.

Hardik’s personal values are deeply rooted in his family and upbringing. Raised in an academic household—his father a respected principal and his mother a dedicated teacher—he embodies the principles of lifelong learning, integrity, and client-centric service. He is supported by his wife, Poonam Joshi (M.Com, LLB), whose expertise complements his passion for financial excellence.

With an unparalleled depth of knowledge, data-driven strategies, and a commitment to wealth optimization, Hardik Joshi continues to redefine financial success, empowering his clients with strategies that ensure financial stability, growth, and legacy preservation for generations to come.

Before establishing Shrey Wealth, Hardik honed his expertise through pivotal roles at Kotak Life Insurance and other leading financial institutions, gaining invaluable insights into investment planning, tax structuring, and corporate financial strategy. His passion lies in helping clients make intelligent financial decisions, ensuring their wealth is strategically protected, optimized, and grown with precision.