Independent advice
Shrey Wealth is an independent financial services firm owned and operated by its financial advisors. We are not a financial institution and do not represent any single bank, trust, company, life insurance, or investment firm. Nor are we associated with, or have to answer to, a larger parent company.
Our advisors are professionally qualified with one or more accreditations and an average of over 15 years of experience in the financial services industry. We take a long-term view to financial planning and building strong client relationships.
Comprehensive planning approach
Every client situation is unique, and we recognize that there is no one-size-fits-all solution. Our disciplined strategic process starts with thoroughly reviewing your current financial position. The more we know about your financial concerns, goals, and objectives, the better we can serve you.
We then invest the time to examine the opportunities available to you and identify potential risks. After analyzing your situation, we create a written financial plan, or "Road Map", to outline the steps required to achieve your personal objectives
As investment advisors, portfolio managers, and insurance agents, Shrey Wealth Financial advisors are fully qualified to implement comprehensive solutions. Our independence allows our advisors the freedom to compare available alternatives in the marketplace and recommend what we believe is the best solution for your unique circumstances.
We've built our reputation on our commitment to providing consistent, quality service through periodic reviews, comprehensive reporting, and close monitoring of our clients' plans
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.