Our Story
We as SHREYAS FINANCIAL incorporated in the year 2012 and at present have 1100 satisfied clients. We will help clients to achieve their Financial goals with practical and innovative investment planning. We are certified Wealth Managers, Mutual funds, and Insurance consultants recognized by the NSE National Stock Exchange, AMFI (Association of Mutual Funds of India).
We offer comprehensive financial advisory services, having a highly qualified and experienced team of financial advisors. We use our complete knowledge of insurance, tax laws, and mutual fund investments in order to suggest investment options to the clients, as per their long-term and short-term goals.
Our core purpose is to provide fast-track financial solutions & thereby make people enjoy a secure retirement life.
We offer comprehensive financial advisory services, having a highly qualified and experienced team of financial advisors. We use our complete knowledge of insurance, tax laws, and mutual fund investments in order to suggest investment options to the clients, as per their long-term and short-term goals.
Our core purpose is to provide fast-track financial solutions & thereby make people enjoy a secure retirement life.
Skill Strength
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Satisfied Clients
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Crore AUM
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Years of Experience
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Awards
Why Us
Our Vision is to provide the most ideal solutions in wealth building for our clients’ overall financial well-being. It is our mission to reach a maximum number of clients and make a positive, worthwhile impact in their lives and help them fulfil their responsibilities and financial needs in life.
Our Mission is to provide our clients with the best guidance in wealth building. We are driven to provide clients with simple, unbiased, and uncluttered guidance that adds value to their quality of life and results in actionable solutions.
Our core purpose is to provide financial guidance & thereby help people enjoy a secure retirement life.
Client Centric Approach
Nothing influences and concerns us more than your long-term interests. Hence, we have designed everything possible to match your needs and ensure that you benefit first and the most.
Rich Product Basket
Value Addition
Experience
Team Member
| Management: | |
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Mr. SHREYAS BARBARE |
| Mr. SHREYAS BARBARE is the National Sales Head for Financial Product Distributor Network. One of the oldest in SHREYAS FINANCIAL, he has over 15 years of rich experience in the financial services industry. An MBA in education, Mr. SHREYAS BARBARE is known for his deep understanding of distribution practices and their challenges. | |
