about Us

Working through relentlessly for over a decade, Shreerath has become a well-integrated part of India’s prominent financial institutions. Capitalizing on the real-world experience of our advisors, their unmatched knowledge and rigorous analytical skills, Shreerath introduces it’s newest venture Shreerath Investa Edge Services; a platform that guides first time investors onto the right path of investing, and fuel seasoned players to achieve their goal faster. Our state-of-art technology backed by our experienced advisors who understand that our growth is parallel to the growth of our clients, understanding the goals of our client, and tailoring the investment to fulfil their specific needs, gives Shreerath’s Investors an Edge over others.

our edge

  • SEBI Certified, Shreerath delivers high standards of governance and oversight to its operations.
  • Our State of art technology provides a great user-friendly platform for our clients.
  • At Shreerath; we believe our greatest asset is the unmatched skills and area expertise our team offers.
  • Providing our clients with an outsourcing partner; one of India's fastest growing financial services Group.
  • We deliver comprehensive and bespoke asset management services to firms and individuals by striking the right balance between their investment aspirations and risk appetite.

scope of services...

TRANSPARANCY 

We take pride in our honor system, and promote fair practices within our firm by providing our clients with the well-deserved transparency, in terms of advisory, pricing & everything in between.

PLANNING & ADVISORY

From conducting marketing research & stock analysis to creating bespoke portfolios catering to our client's needs & providing  annualized reports to help track the performance, our board of advisors are here for you  guiding you every step of the way, 

ROBUST TECHNOLOGY

Be it first timers seeking to take control of their finances or experienced investors who strive to have all the information they can get; our state of art technology caters to all.

THE PROCESS

about us

Working through relentlessly for over a decade, Shreerath has become a well-integrated part of India’s prominent financial institutions. Capitalizing on the real-world experience of our advisors, their unmatched knowledge and rigorous analytical skills, Shreerath introduces it’s newest venture Shreerath Investa Edge Services; a platform that guides first time investors onto the right path of investing, and fuel seasoned players to achieve their goal faster. Our state-of-art technology backed by our experienced advisors who understand that our growth is parallel to the growth of our clients, understanding the goals of our client, and tailoring the investment to fulfil their specific needs, gives Shreerath’s Investors an Edge over others.

02.

  • SEBI Certified, Shreerath delivers high standards of governance and oversight to its operations.
  • Our State of art technology provides a great user-friendly platform for our clients.
  • At Shreerath; we believe our greatest asset is the unmatched skills and area expertise our team offers.
  • Providing our clients with an outsourcing partner; one of India's fastest growing financial services Group.
  • We deliver comprehensive and bespoke asset management services to firms and individuals by striking the right balance between their investment aspirations and risk appetite.

 
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