Secure Your Future with SRI Wealth
Premier financial advisory delivering bespoke Life Insurance, Mutual Fund portfolios, and strategic Wealth Management for families, business owners, and global NRIs.
Financial Planning Thumb Rule
A disciplined cash-flow framework designed to balance lifestyle standards, debt management, and sustainable wealth creation.
Near-Term Milestones
Lifelong Financial Freedom
Your Financial Horizons
Structuring life milestones into targeted capital allocation phases for guaranteed execution.
Tactical Horizons
- Foundational Children's Academic Milestones
- Asset Acquisition: Premium Vehicles & Real Estate Equity
- Residential Upgrades & Curated Global Vacations
Strategic Wealth Horizons Sovereign Protection
- Guaranteed Post-Retirement Pension at Age 60
- Monumental Marriage & Life Celebration Corpus
- Global University Education & Career Endowment
Milestone-Driven Planning
Bespoke wealth management architectures engineered to ensure capital certainty for every life stage.
Credentials & Milestones
A distinguished legacy spanning over two decades of fiduciary advisory, sovereign protection, and international wealth management benchmarks.
Distinguished Advisory Inception
Inaugurated professional practice in 2004, establishing an industry benchmark by surpassing ₹1 Crore in business in the very first year.
First & Youngest MDRT Qualifier (Satara Division)
Founded Shree Consultants and established historic precedent as the first and youngest Million Dollar Round Table (MDRT, USA) advisor in Satara Division.
Master’s Degree (MBA) in Insurance & Financial Planning
Graduated with an MBA in Insurance & Financial Planning, institutionalizing advanced wealth structuring and analytical rigor across our advisory practice.
MDRT Life Member (USA) — 10 Consecutive Honors
Secured our 10th consecutive international MDRT qualification, earning the prestigious Life Member status in the premier Million Dollar Round Table (USA).
LIC Galaxy Club of Advisors Inductee
Inducted into the elite Galaxy Club in LIC, recognized for premier policyholder trust, high-net-worth portfolio volume, and exceptional retention.
Consecutive Court of the Table (COT, USA) Honors
Achieved consecutive Court of the Table honors (3x MDRT benchmark) through 2020 & 2021, sustaining steadfast client protection and liquidity support during global volatility.
Youngest TOT - Top of the Table (USA) & LIC Corporate Club
Inducted into the highest international echelon (6x MDRT benchmark) and LIC Corporate Club, officially ranked among the Top 50 Financial Advisors across India.
Dedicated NRI Desk & Global Solutions
Specialized wealth management, high-yield Indian investments, and sovereign LIC life insurance tailored specifically for Non-Resident Indians across 10+ countries.
Mutual Funds & Indian Equity
NRE/NRO mutual fund portfolios, systematic investment plans, and tax-efficient compounding aligned with India’s growth.
LIC Life & Guaranteed Pensions
100% digital remote issuance, high-value life protection for families, and lifetime guaranteed pensions with sovereign safety.
FEMA, Banking & Repatriation
NRE/NRO account regularisation, Double Tax Avoidance Agreement (DTAA) benefits, and hassle-free Form 15CA/15CB repatriation.
Zero Travel • Virtual Family Care
Scheduled video reviews across your timezone, dedicated advisor access, and 24/7 policy servicing without visiting India.
Our Core Strengths
Institutional rigor, fiduciary ethics, and proven execution safeguarding your financial future.
Holistic wealth architecture integrating sovereign life protection, systematic equity compounding, retirement annuities, and tax optimization.
Bespoke portfolio strategies strictly mapped to your unique risk tolerance, liquidity requirements, and multi-generational milestones.
Proactive, structured portfolio reviews and dynamic rebalancing to shield accumulated capital against shifting macroeconomic cycles.
Partner with Our Senior Advisory Desk
