Shri Capital

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

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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

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Tax Optimization

Tax planning involves optimizing your wealth creation and protecting your health, life and assets while aligning all these with existing

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Mutual 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

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Insurance Portfolio

Insurance is an important risk management tool that can protect you and your family from financial hardship caused by unfortunate events.s

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Wealth Basket

Wealth is an abundance of variable material resources. The meaning of wealth is not straightforward. Wealth is basically a person’s

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Estate 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

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FINANCIAL CALCULATORS




online mutual fund investment platform

Secure your future through systematic investment

Secure your future through systematic investment

KNOWLEDGE AND LEARNING

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Educational Video

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