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
WE DISTRIBUTE ALL FINANCIAL PRODUCTS, IN LINE WITH YOUR RISK PROFILE
ABOUT US
"Shri" is a Sanskrit term that means "wealth" or "prosperity". In the context of Shri Capital, it suggests a focus on wealth management and financial prosperity.
- Shri: Wealth, prosperity, or good fortune
- Capital: Financial resources or investment
Our Services
Investment portfolio
Whenever you think of making investment, three things should come on top of your mind – Risk Profiling, Products and Asset Allocation
Read MoreTax Optimization
Tax planning involves optimizing your wealth creation and protecting your health, life and assets while aligning all these with existing
Read MoreMutual Fund
A mutual fund is a type of investment vehicle consisting of a portfolio of stocks, bonds or other asset classes. Mutual funds give small
Read MoreInsurance Portfolio
Insurance is an important risk management tool that can protect you and your family from financial hardship caused by unfortunate events.s
Read MoreWealth Basket
Wealth is an abundance of variable material resources. The meaning of wealth is not straightforward. Wealth is basically a person’s
Read MoreEstate Planning
Why should we make a Will? We all are busy in creating wealth – for our consumption, to buy assets like real estate, car, electronic ,gadgets etc, to achieve financial goals
Read MoreFINANCIAL CALCULATORS
Secure your future through systematic investment
Secure your future through systematic investment