360° Wealth Management
Customized Solutions for every risk profile
Mutual Funds
We help you invest in high-quality mutual funds tailored to your goals—whether it’s wealth creation, retirement, or children’s education. With our expert research and periodic reviews, we ensure your investments stay on track through market cycles. Our goal is to simplify investing while maximizing long-term returns. Let your money work smarter, not harder.
PMS
For investors seeking a personalized, high-touch approach, our PMS solutions offer curated portfolios managed by top-tier fund managers. These are ideal for HNIs aiming for alpha generation with transparency and strategic discipline. At Shrey Wealth, we handpick PMS partners based on consistency, philosophy, and client alignment. It’s portfolio craftsmanship at its finest.
AIF
Looking beyond traditional investments? Our AIF offerings open access to high-potential opportunities in private equity, real estate, and structured debt. These are tailor-made for seasoned investors looking for diversification, strategic risk, and unique returns. We ensure every AIF is backed by due diligence and clarity.
Bonds
We help you build a stable and predictable income stream with carefully selected bonds. Whether it’s tax-free bonds, corporate debt, or government securities, our bond advisory ensures you find the right mix of safety and yield. Great for conservative investors or those seeking regular passive income.
Global Markets
Think beyond borders. With our global investment solutions, you can access international mutual funds, ETFs, and asset allocation strategies to diversify risk and tap into global growth. Whether you’re planning for education abroad or building USD-denominated wealth, we’ve got you covered.
Estate Planning
We help you safeguard your legacy with a comprehensive estate planning strategy. From writing your will to structuring family trusts, we ensure your wealth is passed on smoothly and securely. Our team works closely with legal experts to align your estate with your life goals and family values.
Family Office
Our Family Office services are built for business families and HNIs who want to streamline wealth, tax, and succession planning under one umbrella. From investment oversight to philanthropy advisory, we act as your trusted partners in preserving wealth across generations. It’s like having a CFO for your family’s future.
Document Services
We simplify your financial journey by assisting with KYC, FATCA, NRI documentations, and regulatory filings. Fast, secure, and handled by professionals—you never have to worry about missing paperwork again. Leave the hassle to us while you focus on your goals.
Insurance Services
Your financial plan is incomplete without protection. We guide you in choosing the right life, health, and term insurance products that fit your needs—no over-selling, just honest advice. It’s not just about policies; it’s about peace of mind for you and your family.