About us

All of us yearn for a happy life, while also ageing gracefully as time goes by.

However, our societies and economies are getting so much more complex with time, that trying to achieve our dreams of financial freedom seems more out of reach than ever before.

At Shree Consultants, we believe every human being has the right to fulfil and experience their financial goals.

Shree Consultants has been managing assets of over $50 Million and 4000+ clients, for over two decades. The fact that almost all these clients have chosen us through word-of-mouth, stands testimony to our performance and our dedication to our clients.

When you start a relationship with us, you are not merely an entry into an Excel sheet! You become part of the Shree family.

The ingredients of our continued success for over two decades have been the focus of our MD - Mr Kishore Subramaniam, our team of experts, our constant thirst for knowledge of our domain, and our principle of personalising financial plans based on each individual client's needs.

The happiness of all our clients is the only reward we actively seek. Everything else is a by-product.

We live in a world where 'convenience' is the prime mover for most consumers.

This is no different when it comes to financial consulting, either. Age-old practices of physical documentation, branch visits, days-weeks to complete onboarding, etc., are no longer acceptable.

Shree Consultants understands this.

And that is why, after thorough research, we built a state-of-the-art web portal which will be a one-stop solution centre for all your queries, fund research, Client Login reviews, issue redressal, etc.

We have invested a lot of time and finances to make it a unique website. If it adds value to you, we will consider it worth the effort.

Our vision is to enable individuals and families to achieve their financial goals through personalised, ethical, and innovative financial planning solutions.

We are dedicated to fostering strong client relationships that are built on trust, integrity and a deep understanding of their financial needs and goals.

At Shree Consultants, our clients are at the centre of everything we do.

We understand the importance of having a trusted advisor to help navigate the complex world of financial planning and management.

It is this approach that has earned us the privilege of over 4000 clients, who trust us to manage an AUM (assets under management) in excess of $ 50 Million (₹ 400 Cr)

We serve a diverse range of clients, from young professionals just starting out, to families planning for retirement, and everything in between. Some of the well-known celebrities and HNIs in India are among the clients we serve.

We believe in a collaborative approach to financial planning, working closely with our clients to understand their financial situation, goals, and aspirations. Our team of experts is dedicated to helping our clients achieve their financial objectives and make informed decisions about their money.

Whether you are just starting to build your wealth or looking to protect and grow the assets you have accumulated over time, we have the expertise and experience to help you reach your financial goals.