We build relationships with those who seek a future that provides security
and choice. Founded by Hardik Joshi we have a proven planning approach to
make our client's financial goals a reality.

Welcome To Shrey Wealth

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.

The financial solution has come a long way from his original style. Today in this technology age, we are more equipped with solutions which are fast, reliable, safe & cost-saving. At Shrey wealth, we try to give the best fit solution to customers through solid research.

We at shrey wealth always try to give the perfect solutions to clients which are not biased & company-centric. Our customers rest assured that we are not going to oblige them with the specific company product. We believe that every customer is unique & so as his need. We are here to fulfill your financial dreams & assure round-the-clock support for all your financial needs. We understand your need better & always ahead with advanced customized solutions.

Happiness is not in earning more money or having more wealth. For us, happiness is in achieving your life’s dreams, fulfilling the promises you have made, and adding peace of mind to your life. That’s the driving principle for us.

We ensure all the Components of Financial Planning like Cash flow management, Insurance, Retirement, Investments, Taxes, and Estate are taken into consideration and are not treated in isolation while recommending strategies. The ultimate goal of Financial Planning is to ensure you achieve Your Financial Objectives like achieving your dreams & goals, being prepared and overcoming challenges faced during life-changing events, and attaining financial discipline in life.

We welcome you to explore and benefit from this holistic approach to Financial Planning with Shrey wealth

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Our Services

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Wealth Management

A portfolio is a collection of financial investments, which carries various different types of investment options suitable to your financial goals.

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Estate Planning

Estate planning includes taking care of smooth transition of the financial portfolio as well as fixed assets from one generation to another generation.

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Family Office

The family Offices concept seems new, it can be traced to as early as the sixth century, and experts on the financial matters involved managing wealth for princely families and Royals.

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Document Services

If asked, can you retrieve essential documents within minutes, anytime/anywhere??? Yes, we understand that it is difficult to manage documents

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Create a perfect goal

Give shape to your investments with our powerful tools & invest now.

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