Shrey Wealth is a registered distributor across mutual funds, SIF and PMS, with a curated set of allied services for families who want one trusted house. We are not a SEBI-registered Investment Adviser; we provide incidental advice only, as permitted for distributors.
Mutual Fund Distribution (Registered)
AMFI Registered Mutual Fund Distributor (ARN-255332, valid till 17-Oct-2028). We distribute Regular-Plan schemes from 30 empanelled AMCs across all categories — equity, debt, hybrid, passive/index, liquid, and solution-oriented. Services include scheme selection by risk profile, SIP registration, lump-sum, switches, redemptions, and portfolio review.
SIF Distribution (Registered)
Registered SIF Distributor (ARN-255332, SIF validity till 07-Jan-2029). Specialized Investment Fund is a new category under Mutual Funds for investors with enhanced risk understanding and higher capacity. We distribute SIF schemes from empanelled AMCs and assist eligible investors through onboarding.
PMS Distribution (APMI Registered)
APMI Registered PMS Distributor (APRN-02027, valid till 04-Dec-2027; PMS EUIN E01934 — Hardik Rameshbhai Joshi). We distribute PMS products from SEBI-registered Portfolio Managers; currently empanelled: Alfa Accurate, Buoyant, and Renaissance. We are NOT a Portfolio Manager.
AIF
Alternative Investment Funds for qualified and institutional investors per SEBI AIF Regulations. Illiquidity, capital loss and lock-in apply — read the PPM carefully.
Bonds
Government securities, corporate bonds, tax-free and structured debt. Subject to credit, interest-rate and liquidity risk — read the offer document.
Global Markets
Access to international opportunities. Subject to currency, regulatory and tax implications under FEMA and the Income Tax Act.
Estate Planning
Will drafting, family-trust structuring and succession — delivered with qualified legal partners. We act as facilitator and referral partner only.
Family Office
Consolidated wealth reporting, tax-planning coordination and inter-generational transition support for HNW families, with Hardik Joshi.
Insurance
Life, health and general insurance advisory and distribution. Insurance is a matter of solicitation — read all documents carefully.