At Shree Consultants, our clients are at the centre of everything we do.

We understand the importance of having a trusted advisor to help navigate the complex world of financial planning and management.

It is this approach that has earned us the privilege of over 3000 clients, who trust us to manage an AUM (assets under management) in excess of $ 50 Million (₹ 400 Cr)

We serve a diverse range of clients, from young professionals just starting out, to families planning for retirement, and everything in between. Some of the well-known celebrities and HNIs in India are among the clients we serve.

We believe in a collaborative approach to financial planning, working closely with our clients to understand their financial situation, goals, and aspirations. Our team of experts is dedicated to helping our clients achieve their financial objectives and make informed decisions about their money.

Whether you are just starting to build your wealth or looking to protect and grow the assets you have accumulated over time, we have the expertise and experience to help you reach your financial goals.