Are you still doing a Regular SIP. What about a Step up SIP to reach your goals faster
SIP of Rs 10,000 in NIFTY 50 Index with annual top up of 10%
What Our Happy Clients Says
Welcome To Shree Financial
Guiding Your Wealth, Enriching Your Life
At Shree Financial, we are driven by a singular mission - to help families turn their financial dreams into reality by adopting a systematic, goal-oriented approach
We believe that financial success is not just about knowledge or expertise but lies in the right application with consistency and focus. Our philosophy is simple yet profound: doing the right thing today to secure a brighter and more fulfilling tomorrow.
Guided by this passion, we continue to innovate, offering tailored financial solutions that align with your life and money goals. From carefully curated investment products to personalized advisory services, every decision we make centers around helping you achieve financial well-being.
What sets us apart is our commitment to transforming lives. For us, success isn't measured by numbers but by the lasting impact we create for the families we serve. With a strong foundation built on professional management, deep domain expertise, and a customer-centric approach, we deliver sustainable value and trusted financial guidance.
At Shree Financial, your journey to financial freedom is not just a service - it's a partnership driven by purpose, passion, and a commitment to your success.
About Us
Our Esteemed Founder
Most Preffered and Trusted Financial Advisor
Nishith Baldevdas
Nishith Baldevdas With 21 years of experience in the financial industry, including 17 years dedicated to personal finance and wealth management, Nishith Baldevdas is a veteran in delivering personalized financial solutions. As the founder of Shree Financial in 2008, he was among the pioneers to become a SEBI-Registered Investment Advisor (RIA), setting a benchmark for integrity, expertise, and client-centric financial guidance.
Our Mission
To Educate, Empower, and Assist 10,000 individuals to achieve Financial Freedom by 2030.
Our Vision
Earn Well, Spend Well, and Invest Well : We guide clients to strike the perfect balance between earning, mindful spending, and strategic investing to create lasting wealth.
Create Wealth for a Secure and Happy Retirement : Our tailored financial strategies ensure that clients build a sufficient retirement corpus to live a respectable and fulfilling life.
Achieve Financial Goals with High Predictability : With personalized planning and disciplined execution, we help clients reach their financial milestones confidently.
Reduce Stress About Money Matters : By simplifying finances and offering transparent advice, we empower clients to manage their money with peace of mind.
Take a Career Break of At Least Two Years : We design financial frameworks that enable clients to take meaningful breaks from work without compromising their financial stability.
Become Financially Free Within 15 Years : Our long-term partnership approach aims to help clients achieve financial independence, making work optional and life more enjoyable.
Our Promises
That Your Success
Client First Approach
Personalised and Tailor-made solutions suiting you and your loved once
Conflict Free Advice
We keep all conflicts at bay and only one element stays at the Center piece - Your financial success.
Clarity
Be Clear and assured with our Research Backed Investment Decisions
Competency
Meet your Financial Goals with our deep Knowledge and Expertise
Consistency
Expect Perfect service and support for Investment process at every step
Continuity
Experience a long-term customer centric Engagement with us
Our Inspirational Achievements
0
+Years of Experience in the Financial Industry
0
+Years of Experience in Personal Finance
0
+Families Served with Financial Planning
0
+Investor's trust our wonderful Services
0
+NRI Clients' Wealth Managed
0
+Cities of Global footprints
0
+Families Entrust Us With Their Wealth
0
cr+Assets Under Advisory
Media Presence:
Featured in Live Mint, Economic Times, The Hindu, Indian Express
Why Us
Great Collaboration
We are happy to work with you if you
Have patience in reaching your financial goals comfortably
Believe in asset allocation and structured approach to wealth creation through financial planning
Prefer regular review of your financial plan once in a year
You may not appreciate to associate with us
If you have no financial goals
If you need complex solutions, special products
If you are looking for direct equity advisory
If you want to discuss each event happening in financial world
If you want to generate superlative returns and focused on portfolio performance than financial goals
If you have adequate knowledge and time to manage your personal finance
Our Services
How Shree Financial Works in your Best Interest
Monthly Investment
AFTER 25 YEARS, IT WOULD HAVE ACCUMULATED TO
Bank
₹ 22.36L
@3% Return
Fixed Deposit
₹ 34.82L
@6% Return
Gold
₹ 56.48L
@9% Return
Sensex
₹ 79.53L
@11% Return
Mutual Funds
₹ 1.14Cr
@14% Return
* Multicap category average return for the last 10 years (as on 31/1/2025).
Let's start creating your Goals
Our Latest Blog
Leveraging the PSU rally ...
Indian equities are one of the brighter corners of sunshine in the global market...
Read More
Continued benefits of deb...
On 24th March 2023, the Finance Minister proposed an amendment to the Finance Bi...
Read More
How SWP and STP Taxation ...
Systematic Withdrawal Plan (SWP) and Systematic Transfer Plan (STP) are mutual f...
Read More