Shree Financial

About Us

Helping people to build a better financial life

Without leaps of imagination, or dreaming, we lose the excitement of possibilities. At Shree Financial, we believe ‘Life is all about living your dreams’.

Shree Financial is focused on offering Goal Based Solutions to Non-Resident and Resident Indians who are salaried individuals, Medical Professionals, self-employed professionals, and retired Individuals.

Our Focus & Services are unbiased for any age group in the society. Financial Solutions are required for everyone. The only condition that needs to be met is the need or desire, rather to fine tune one’s personal financial situation.

We believe ‘Financial Solutions’ is the ideal way for advising clients. This could be done only by a Professional. The advantages of interacting with a Professional is that you can, get holistic advice, get to know about a wide range of financial instruments and get the big picture approach to your financial goals. Our Process is driven by the principle that ‘money is not a destination, but an instrument of life’ and lays emphasis on life goals

Nishith Baldevdas

About The Founder

Nishith Baldevdas is the founder of Shree Financial. He is a SEBI Registered Investment Advisor. He offers Solution Based and wealth advisory services. He helps families to identify their financial goals with right focus on money and plans for them to achieve their goals with success and joy.

Nishith loves to go beyond the nuts and bolts of financial problems to help people see how a flawed approach to money gets in the way of happiness. Nishith is also LUTCF Qualified from American College, MBA from Madras University with Specialization in Finance and Marketing.

Nishith Baldevdas believes in educating and empowering his clients to take right financial decisions for the right reasons and helps them act consistently to achieve the right balance of wealth and happiness. He is a strong believer of Life & Money and Not Life or Money. His passion in personal finance space has made him to appear in different Medias Like Mint Publication, Economic Times, Indian Express etc.  He actively works with many Schools, Colleges and Corporates to spread the awareness too.

Nishith Baldevdas is also a member of Network FP – India’s leading Educational Platform of Financial Advisors. Apart from Education, this community also create awareness to public.

Prior to starting this profession, Nishith Baldevdas was into Retail Asset Division of Citibank for 4 years and oversaw Credit Card Sales for Chennai Region.

As on today Nishith Baldevdas has a total experience of 18yrs into financial industry, out of which 14yrs into personal finance & money management. He Founded Shree Financial in 2008 and was one of the first few Individuals who got certification from SEBI in Tamil Nadu as SEBI Registered Investment Advisor. He excels in advisory, coaching & consulting clients on personal finance. His Unique Client - Centric model has created huge positive impact to many Families.