Wealth Management

Shriram Wealth Advisors Ltd. launched in the year 2009 and promoted by Shriram Group, Chennai, a multi faceted financial services conglomerate with an impeccable reputation for effectiveness, transparency and integrity, with Asset Under Management exceeding Rs 60,000 crores. The Group's clientele comprises 95 lacs people, served by 80,000 agents and 45,000 employees. The Group's business ventures are identified through a constant search for ways to be useful to the largest number of common people. Thanks to this People-First philosophy, the Shriram Group Companies are market leaders in Commercial Vehicle Finance, Consumer Finance and Chit Funds, and have a significant presence in Life and Non-Life Insurance, Stock Broking, Financial Product Distribution among others. The group's recent foray into Wealth Management is again a strong expression of this commitment. Venturing into the Wealth Management space was a well thought out strategy, to further enlarge the bouquet of financial services from the Shriram Group. Shriram Wealth will take Wealth Advisory Services, which were hitherto available to only a few privileged people, to a large number of people, who do need financial planning.Wealth Management process at Shriram Wealth shall begin at financial planning and shall continue its journey with its clients in actualising their financial goals. State of art technology and various tools will enable in:


  • Identifying financial goals of a particular investor
  • Helping prioritize these goals
  • Choosing the right investment options
  • Striking a balance between risk and return and
  • Reviewing client Investments on a continuous basis
 

In the course of the advisory, we shall start with suggesting an array of asset classes including, equity, mutual fund, portfolio management, insurance and structured & fixed income products, and add more asset classes as we go along. We have developed this platform as an open architecture, wherein asset allocation and investment options shall be considered purely based on its suitability to investors. The sound advice would come from a team of Wealth Managers and Certified Financial Planners supported by strong research team handling various asset classes The entire process of client servicing and execution shall be complimented by state-of-the-art technology. Our website will not only give up-to-date information on various investments, but will also allow our clients to review portfolio at their own leisure.


Arrange a call with our Sales Representative