To grow and sustain your wealth, we help you design right portfolio

We make sure that you take adequate life and health cover to protect you and your family


Get prompt service - anytime, any where with our technology backed solutions

About us

‘Shree’, a Sanskrit word, symbolises wealth, abundance and prosperity. The Indian goddess of wealth, Shree Mahalakshmi, is known to bestow wealth and prosperity. This symbol was chosen as a means to communicate our brand’s identity and vision accurately. We aim to bring prosperity to people, bring financial growth, and enhance their lives.

Our Services

Financial Calculators

online mutual fund investment platform

Secure your future through systematic investment

Select your goal and calculate how much you need
to invest!

client's reviews

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Shreeda Wealth has been our investment partner since 2017. They have always offered sound financial advise based on our investment objectives as well as personal needs. They keep in regular contact with us and provide us with on-going financial advice as our needs and market change. They take the time needed to fully explain available options and guide us in right direction with full transparency. We feel as though they truly care about our family, our money and our future.

-Navneet Gaurh General Manager (Sales),
Somany Ceramics Ltd., Mumbai

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We are receiving proper guidance and education from Shreeda Wealth team, they are helping us in achieving our family goals with scientific money management process. We are sure that with their continues support and guidance we will much more than what we have planned for.

Shreeda Wealth has been a great experience: courteous staff, precise and correct advise, and ever willing to support in all associated aspects.

-Sanjay Rami, NRI

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I have been investing with Shreeda Wealth since 2016 and I am extremely happy with my relationship with her. Earlier I was investing in shares and mutual funds and sold them to meet my short term needs, but due to their educational seminars and one to one coaching, I understand the power of compounding growth using SIP and How should I link my investment with Long Term personal & family Goals.

I think the best part is that they never pressure me to invest more and let me grow at my own pace. I have recommended Shreeda to my family and friends and will definitely continue to do

-Kamal Baghel ,
Assistant Executive, Dudhsagar Dairy, Mehsana

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I have been using various investment services of Shreeda Wealth from more than a decade. Due to busy job schedule I couldn’t spent time on personal finance. But due to regular educational and coaching programme I got lots of clarity on personal finance and I am moving on the way of Financial Independece and Freedom. If buys coporate executives gets coach like you, they can live worry free and meaningful life. Kudos to team.

-Divyesh Shah, Rig Manager, John Energy Ltd.

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I was wondering about managing my finances and family life goals. Shreeda Wealth has helped me lot in coaching about clarity of personal finance and investment. Today when I look back I feel confident and relaxed as my money is in the right hands. I appreciate the guidance Shreeda has provided in helping me make sound financial decisions. Honest, reliable, ethical and highly recommended.

Prashant Parashar
Dairy Technologist, Gurgaon