Shriji Wealth was incorporated in the year 2004 and at present having more than 500 satisfied clients all over India & abroad. We will help clients achieve their Financial goals with effective and smart 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) & IRDAI (Insurance Regulatory & Development Authority 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 under one roof thereby making people enjoy a secure retirement life.
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.
Right Experience & Skills:
Driven by Passion:
Our Skills
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.
Client Services
OUR TEAM
| Management: | |
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Ms. Jigna A Shah |
| Ms. Jigna A Shah is the Chief Advisor of the Firm. She has over 14 years of rich experience in the financial services industry. She is known for his deep understanding of the distribution practices and its challenges. | |
