About Shree Financial life
Guiding Your Wealth, Enriching Your Life
At Shree Financial, we believe that life is about living your dreams today while building a secure and prosperous tomorrow. Our core philosophy, Life & Money, embraces the balance between enjoying the present and securing your future through thoughtful and personalized financial planning.
We specialize in providing customized and holistic financial solutions tailored to the unique goals and aspirations of families. Whether you are a Non-Resident or Resident Indian, salaried professional, medical practitioner, self-employed individual, or retiree, we are here to guide you through every stage of your financial journey.
Our Mission We aim to empower your wealth and enrich your life by offering unbiased, goal-based financial solutions. We believe that financial success is not just about accumulating wealth but about using money as a tool to achieve life's meaningful goals.
Our Approach
Personalized Solutions: We understand that every family is unique. That's why we tailor our strategies to align with your specific financial and life goals.
Holistic Guidance: Our unbiased advice encompasses a wide range of financial instruments, ensuring you have a comprehensive approach to building and managing your wealth.
Education and Empowerment: We are committed to serving all family members - elders, couples, women, and children - by providing financial education and guidance to empower them to make informed decisions.
Life-Centered Planning: For us, money is not a destination but an instrument for living a fulfilling life. Our process focuses on aligning financial strategies with your life aspirations.
Why Choose Us?
Goal-Based Solutions: Whether planning for retirement, children's education, or financial freedom, we design strategies to help you meet your life's milestones.
Professional Expertise: Our experienced advisors offer holistic advice and a big-picture approach to your financial goals.
Unbiased Services: We provide solutions without product bias, always prioritizing your best interests.
Family-Centric Approach: We recognize the importance of financial well-being for the entire family and provide guidance that serves every member.
Nishith Baldevdas
About The Founder
Nishith Baldevdas is the founder of Shree Financial, having started his journey as a Mutual Fund Distributor in 2008. He is now a SEBI-Registered Investment Advisor who offers personalized, solution-based wealth advisory services. Nishith helps families identify their financial goals, focusing on money management strategies that enable them to achieve their goals with success and joy.
Passionate about more than just the technical aspects of finance, Nishith delves deep into understanding how a flawed approach to money can hinder happiness. He holds the LUTCF qualification from the American College, an MBA in Finance and Marketing from Madras University, and became a Certified Financial Planner in 2010. Additionally, he has cleared various NISM exams, including XA and XB.
Nishith believes in educating and empowering his clients to make the right financial decisions for the right reasons. He champions the philosophy of Life & Money, Not Life or Money. His passion for personal finance has led him to be featured in leading publications such as Mint, Economic Times, and Indian Express. He also actively collaborates with schools, colleges, and corporates to spread financial awareness.
Beyond his advisory role, Nishith is an active member of various professional learning groups in India that foster financial education and public awareness.
Prior to founding Shree Financial, Nishith spent four years in the Retail Asset Division of Citibank, overseeing credit card sales for the Chennai region.
With over 20 years of experience in the financial industry, including 17 years in personal finance and money management, Nishith Baldevdas excels in advisory, coaching, and consulting clients on personal finance. His unique client-centric model has positively impacted numerous families, making him a trusted guide on their financial journeys.