We SRS Wealth firm incorporated in the year 2000 and at present having more than 1600 satisfied clients & managing more than 750 Million of asset under advice.
We work with clients to achieve their financial goals with effective and smart investment planning. We are certified Wealth Manager, Mutual Fund and Insurance consultants recognized by AMFI (Association of Mutual Fund of India) & IRDA (Insurance Regulator & Development Authority Of India). We offer comprehensive financial solution with our qualified and experienced support team. 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 financially secured life..
Our mission is to provide our clients with the best solutions in wealth creation and wealth management. We are driven to provide clients with simple, unbiased and professional advice that adds value to their quality of life and results in actionable solutions.
At SRS Wealth we offer our services through personal counsel with each of our clients after understanding their wealth management needs. Our approach is to enable our client's to understand their investments, have knowledge of investment products and that they make proper progress towards achieving their financial goals in life.
We work with clients to achieve their financial goals with effective and smart investment planning. We are certified Wealth Manager, Mutual Fund and Insurance consultants recognized by AMFI (Association of Mutual Fund of India) & IRDA (Insurance Regulator & Development Authority Of India). We offer comprehensive financial solution with our qualified and experienced support team. 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 financially secured life..
Our mission is to provide our clients with the best solutions in wealth creation and wealth management. We are driven to provide clients with simple, unbiased and professional advice that adds value to their quality of life and results in actionable solutions.
At SRS Wealth we offer our services through personal counsel with each of our clients after understanding their wealth management needs. Our approach is to enable our client's to understand their investments, have knowledge of investment products and that they make proper progress towards achieving their financial goals in life.
Sustainable wealth building for clients to fulfill all future needs at the same time, protecting client’s wealth through the concept of Sampoorna Suraksha.
Create awareness of Financial Planning Literacy to make a simplified financial assessment which helps clients to fulfill their Financial needs.
Why Us
Client Centric Approach:
All our offerings are designed keeping you in mind. Your long-term interests serve as the 'primary' influencing factor in our recommendations process.
Rich Product Basket:
We offer a single point access to multiple financial products with a holistic need-driven approach & not product centric approach.
Focuss on Customer Satisfaction:
We come equipped with the right attitude, people, processes and technology to ensure higher levels of satisfaction and service quality. In transactions, we work systematically to find & ensure quick resolution of any queries or complaints.
Value Added Services:
Our Services ensure comfort, convenience, confidence and control to you in managing your wealth. You would enjoy being always updated of your investments, any time, anywhere.
Right Experience & Skills:
We have over 15 years of experience in financial advisory and products distribution space. Our experience, qualifications & skills enable us to understand you and your needs, and then offer you the right strategies & solutions to achieve your goals.
Driven by Passion:
Serving clients is our passion and the reason why are are in the business. Nothing excites us more that helping our clients achieve their financial goals and dreams in life with our support.
All our offerings are designed keeping you in mind. Your long-term interests serve as the 'primary' influencing factor in our recommendations process.
Rich Product Basket:
We offer a single point access to multiple financial products with a holistic need-driven approach & not product centric approach.
Focuss on Customer Satisfaction:
We come equipped with the right attitude, people, processes and technology to ensure higher levels of satisfaction and service quality. In transactions, we work systematically to find & ensure quick resolution of any queries or complaints.
Value Added Services:
Our Services ensure comfort, convenience, confidence and control to you in managing your wealth. You would enjoy being always updated of your investments, any time, anywhere.
Right Experience & Skills:
We have over 15 years of experience in financial advisory and products distribution space. Our experience, qualifications & skills enable us to understand you and your needs, and then offer you the right strategies & solutions to achieve your goals.
Driven by Passion:
Serving clients is our passion and the reason why are are in the business. Nothing excites us more that helping our clients achieve their financial goals and dreams in life with our support.
Our Core Products
If you are looking for the right financial product,you are at the right place.Starting from mutual funds to insurance and from real estate to other financial products,we have them all.You can select your financial investment products as per your requirements.
Leaders
The Management Team
Mr. Sachin R ShettyFounder
Mr. Sachin R Shetty is the Founder of SRS Wealth. One of the oldest in the team, he has over 21 years of rich experience in the financial services industry. A Bachelor Of Commerce by education, he is known for his deep understanding of the Clients Needs, Investment products, distribution practices and its challenges.
Mr. Dinesh A Suvarna
Mr. Dinesh A Suvarna is the Operations Manager, Bachelor Of Commerce by qualification, having an experience over 18 years in the financial services industry. He has a good insight for investment and operations.
Mr. Zaki Murshid
Mr Zaki Murshid a Bachelor of Commerce & MBA pursuing from Jamnalal Bajaj Institute of Management Studies by qualification, he is the Sernior Relationship Executive, having an experience over 4 years in the financial services industry. He has a customer first approach, understanding clients concern regarding investment & insurance and give them proper guidance in wealth creation.
Ms Ritika Sharma
Miss. Ritika Sharma a Bachelor of Management Studies by qualification, She is the Relationship Executive, having an experience over 9 months in the financial services industry. She has a good command on understanding and providing insurance and investment insights for wealth creation.
Mr Zain Shah
Mr Zain Shah a Bachelor of Commerce by qualification, He is the Relationship Executive, having an experience over 3 months in the financial services industry. He has a good command on understanding the clients requirements and provide with appropriate solutions.
Mr Vinod Hivrale
Mr Vinod Hivrale a Bachelor of Commerce by qualification, He is the Back Office Executive, having an experience over 4.5 years in the financial services industry. He has a good relationship with the clients, He has a good approach with clients to process all the documentation in account opening and insurance claim submissions.
Ms Ankita Jaiswal
Ms Ankita Jaiswal is Bachelor of Commerce by qualification, she has a good command on providing proper MIS to clients, understands clients queries and provide with timely solutions.
Ms Rupali Kurhade
Ms Rupali Kurhade is Bachelor of Commerce by qualification, she has a good command on providing proper Insurance MIS to clients, She handles Insurance book and resolves all renewals and fresh Insurance queries.
