Shree Consultants – an Investment Advisory and Wealth Management Company is one of South India’s leading and most successful Distribution Companies of various financial products. Started in 2004, we have been making zesty strides in the financial services, sales and distribution markets. We are striving to help customers make informed choices through customized advisory services and professional financial planning. We at Shree, provide end to end solutions for successfully creating wealth through our empowered group of highly professional dynamic and committed individuals who form the core of our company.

Company’s Core Ethos

To provide unbiased and ethical advise to every single individual is in our DNA. We aspire to service our investors in such a way that each of them come to us with clear trust that all the products and the advice we provide are completely ethical and accurate. Driven by the strong vision of “creating wealth and transforming lives”, we are on a constant endeavor to cease the best investment opportunities that are meaningful and effective in building wealth and serving the interests of the customers.

Having steadily grown since its inception, Shree is head quartered at Chennai and also has two branches one each at Chennai and Coimbatore. With a strong client base of over 1800 and counting and an investment of over $ 15 million of Assets Under Management, we intend to further this effort and wish to open many more satellite offices covering as much geographical locations as possible. Irrespective of the rapid growth, it is the trust in us which fuels the passion for creating progressive solutions for our clients.

We strongly feel that technology will play a crucial role in our growth and we are committed towards investing and enhancing our technology infrastructure which will further augment our growth and enable us to connect with our clients more effectively.