We SRS Wealth firm incorporated in the year 2000 and at present having more than 3500 satisfied clients & managing more than 800 Crore of Asset Under Advice. More than 23 Million Insurance Premium Renewal Book.
We work with clients to achieve their Financial Needs with effective and smart investment guidance. We are certified Wealth Distributor, Mutual Fund and Insurance Distributor recognized by AMFI (Association of Mutual Fund of India) & IRDA (Insurance Regulator & Development Authority Of India). We offer comprehensive financial options 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 objectives. Our core purpose is to provide fast track financial options & thereby make people enjoy a financially secured life.
At SRS Wealth we offer our services through personal counsel with each of our clients after understanding their wealth guidance 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 objectives 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.
Our mission is to provide our clients with the best offerings in wealth building and wealth guidance. We are driven to provide clients with simple, unbiased and professional advice that adds value to their quality of life and results in actionable options
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 From Jamnalal Bajaj Institute of Management Studies by qualification, he is the Senior Relationship Executive, having an experience over 8 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 Building.
Mr Vinod Hivrale
Mr Vinod Hivrale a Bachelor of Commerce by qualification, He is the Back Office Executive, having an experience over 8 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 Rupali KurhadeService Executive
Ms Rupali Kurhade a Bachelor of Commerce by qualification, She is the Service Executive, having an experience over 4 years in the financial services industry. She has a good approach with clients to process all the Insurance Claims and also very good command on Clients Portfolio Review.
Ms. Sumati ParabService Executive
Ms. Sumati Parab, a Bachelor of Commerce by qualification, She is the Service Executive, having an experience over 3 years in the financial services industry. She has a client first approach. She manages Insurance Renewal and also very profound in reviewing clients portfolio.
Ms. Avani Kawathkar Service Executive
Ms Avani Kawathkar a Bachelor of Commerce by qualification, She is the Service Executive, having an experience over 2 years in the financial services industry. She has a client first approach. She understands client needs and have a positive attitude towards her work.
Ms. Kiran ShekokarService Executive
Ms Kiran Shekokar a Bachelor of Commerce by qualification, She is the Service Executive, having an experience over 2 years in the financial services industry. She is good in providing Dynamic and Proactive Options to the clients.
Mr. Sai Prasad RaiOperation Executive
Mr Sai Prasad Rai a Bachelor of Commerce by qualification, He is the Operation Executive, having an experience over 2 years in the financial services industry. He is very prompt in doing all the financial transactions by sending authorizations to clients.
Ms Subhashree RoutService Executive
Ms Subhashree Rout a Bachelor of Commerce by qualification, She is the Service Executive, having an experience over 1 years in the financial services industry. She provides all the financial Objectives assistance to clients.
Ms Nisha JhaService Executive
Ms Nisha Jha a Bachelor of Commerce & MBA by qualification, She is the Service Executive, having an experience over 1 year in the financial services industry. She provides all the financial Objective assistance to clients. She has client first approach by meeting and discussing their Financial Objectives & providing Offerings for the same.
