Empowering Your Financial Future with Confidence

Discover tailored financial solutions for your unique goals and aspirations with Shrivas Wealth.

Your Trusted Financial Planning Partner

At Shrivas Wealth, we believe wealth is not just about money—it's about creating peace of mind, fulfilling dreams, and building a secure future. Founded with a legacy of trust and guided by the vision of a Certified Financial Planner, we bring clarity to your financial journey.

A hand is holding a smartphone displaying a financial application. The screen shows a chart with a growth prediction in percentage, and sections labeled Personal, Retirement, and Custodial. The chart predicts cash invested and saved over a period of time, with specific dollar values provided for future growth.
A hand is holding a smartphone displaying a financial application. The screen shows a chart with a growth prediction in percentage, and sections labeled Personal, Retirement, and Custodial. The chart predicts cash invested and saved over a period of time, with specific dollar values provided for future growth.

550+

Trusted by Clients

Our Financial Services

Explore tailored financial solutions for your unique needs and goals with Shrivas Wealth.

A clipboard with a blank payments checklist is placed on a marble surface next to an open laptop and a white pen. The setup appears to be organized for financial planning or administrative work.
A clipboard with a blank payments checklist is placed on a marble surface next to an open laptop and a white pen. The setup appears to be organized for financial planning or administrative work.
Mutual Fund Distribution

Expert guidance to maximize your investment potential through mutual funds.

Insurance Planning

Comprehensive strategies to protect your family's financial future with insurance.

Goal-Based Planning

Personalized plans designed to help you achieve your financial aspirations effectively.

Shrivas Wealth provided exceptional guidance and support in my financial planning. Their approach is professional and truly beneficial for achieving my financial goals.

Shashank Sahay

A person is typing on a MacBook Pro, viewing a website titled 'Personalize your portfolio.' The webpage displays three sections related to investing, each with different images and text. The laptop is on a grey table with a dark sofa and indoor plants in the background.
A person is typing on a MacBook Pro, viewing a website titled 'Personalize your portfolio.' The webpage displays three sections related to investing, each with different images and text. The laptop is on a grey table with a dark sofa and indoor plants in the background.

★★★★★

gray computer monitor

Contact Us

Get in touch with Shrivas Wealth for personalized financial guidance.