Hardik Joshi is a Certified Financial Planner. With over 17 years of experience in financial services, Hardik brings a wealth of knowledge and expertise to the business. Before founding Shrey Investment, Hardik has worked with Various Corporate. He enjoys helping clients “make smart decisions about their money”. He believes in extensive customer service experience and is focused on working with the team to build strong client relationships.
Hardik oversees and directs the holistic financial advice and wealth strategies provided by Shrey Investment Services Pvt. Ltd. He is widely experienced in advising high-income individuals, Professionals, and business owners with extensive corporate and tax structures knowledge. Hardik works closely with his clients and their other advisers to ensure proactive and efficient collaboration.
Hardik is particularly strong in the specialist areas of Investment planning, debt management, releasing company profits, and borrowing through super. He also provides individually tailored solutions for investment and risk management, protected equities, property advice, retirement planning, superannuation, and estate planning.
Apart from his financial services commitments, Hardik is also very active in training other financial advisors & regularly gives coaching to upcoming advisors. His articles are published regularly in Newspapers & Financial Magazines. He is a very good speaker & conducts Financial Planning seminar to Various Corporate, NGO’s & colleges.
Our mission is to empower fellow Indians for becoming financially free by taking the right financial decisions so that they can enjoy their money. Our model of Plan, Protect, Play is aimed at achieving this.We believe in transparency and keeping our clients above everything else.
Our vision is to become the go-to person for clients. Our unique model of incorporating time-tested principles with a personalized touch helps you to focus on what works for you. We help you understand how much you need, and we help you to create a portfolio that works under all market conditions. We want all our clients to enjoy their money and eventually be able to say Sab Moh Maya He!
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.