Shrey Advisory Services

Shrey Advisory Services Pvt. Ltd.

WEALTH MANAGEMENT

Shrey Wealth is your one-stop solution for all your financial needs

Book a Free Consultation

15 YEARS INDUSTRY EXPERIENCE

A pioneer in professional Wealth Management in Gujarat, Shrey Wealth helps you in achieving your financial goals.
We believe in empowering our customers to help them make their dreams come true. We educate you about the financial markets and offer customised strategies to achieve your financial goals. Our relationship goes beyond business, it’s Trust…We Initiate.

Hardik Joshi

Hardik Joshi is a Certified Financial Planner. With over 15 years experience in financial services, Hardik brings a wealth of knowledge and expertise to the business. Before founding Shrey Wealth, Hardik has worked with Various Corporate. He enjoys helping clients “make smart decisions about their money”. He believes in extensive customer service experience and is focused on working with the team to build strong client relationships.
Hardik oversees and directs the holistic financial advice and wealth strategies provided by Shrey Wealth. He is widely experienced in advising high income individuals, Professionals and business owners with extensive corporate and tax structures knowledge. Hardik works closely with his clients and their other advisers to ensure proactive and efficient collaboration.
Hardik is particularly strong in the specialist areas of Investment planning, debt management, releasing company profits and borrowing . He also provides individually tailored solutions for investment and risk management, protected equities, property advice, retirement planning, superannuation and estate planning.
Apart from his financial services commitments Hardik is also very active in training of other financial advisors & regularly gives coaching to upcoming advisors. His articles published regularly in Newspapers & Financial Magazines. He is a very good speaker & conducts Financial Planning seminar to Various Corporate, NGO’s & colleges.

let the numbers speak

15 +
Years In Industry
Experience, expertise and excellence.
600 +
Happy Clients
You’re at the heart of our business.
300 CR+
Asset Under Advisory
When you grow, we grow.

Call Us Today for FREE Consultations

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Maximize You Gains

Shrey Wealth is your one-stop solution for all your financial needs.
You can count on us to help you plan your finances and manage your wealth better. Whether you are looking to buy a new house, fund your child’s education or secure your future, we have you covered. Our team of skilled planners strive to give you the best possible results.

Specific Goal Planning

Make your dreams a reality through regular Wealth Management and monitoring.

Comprehensive Goal Planning

Achieve your long-term goals through systematic wealth management planning and revaluation.

Investment

Invest wisely to achieve better returns and overall financial stability.

Insurance

Secure your future with insurance plans that best suit your needs.

Happy Stories

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Being a businessman, I reinvest most of my profits in my business. I discussed my balance sheet in Details with Hardik that’s when he introduced me to the concept of business surplus. Previously, most of my investment was in real estate and gold but now my portfolio is more balanced. I feel I have more control over my investment now.

Pranay Patel

5/5
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I was looking forward to my retirement. To me retirement is – playing with grandchildren, help my son in business and do lots of charity. Being a government employee, my pension is planned. But I need help of someone who guides me in proper financial planning for the rest of my life. Thanks to one of my friends who referred me to Hardik. He understands all my future goals and aligns my portfolio accordingly.

Mahesh Dave

5/5
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Previously my savings and investments were inconsistently managed without much thought. I invested in fixed deposits, post and mutual funds. But I always felt it won’t be enough to cover my life post-retirement and my son’s higher education. Hardik took deep interest in my financial planning. He guided me and my wife towards achieving our financial goals.Today, I am confident I can achieve my financial goals with minimum risk.

Dr. Shah

5/5
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Hardik Joshi is true friend and guide in this financial jungle to me. I call him whenever I need any consultation either for saving or spending. He is a one-stop solution for all my financial solutions like health insurance, life insurance, vehicle insurance or any of my investment. Staff at Shrey advisory are very co-operative and you feel like you’re dealing with someone you already know.

Sanjiv Shah

5/5
I lost a lost of money and time in ULIP investments. I was frustrated as most of my investments were either stuck in red or were at cost. I was hesitant to invest in mutual funds because of the bad experience I had with equity market. Hardik explained risk-based investment philosophy in detail. I now allocate my investment in mutual fund and shares with quality advice from Hardik. I am happy that I have covered all my losses and created a stable mutual fund portfolio.

Chetan Dhandukiya

5/5

Investment based on Life Goals

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