Shrey Advisory Services Pvt. Ltd.

Our Vision

To be the leading Financial Planning services by holistic financial planning approach & professional Financial Planning Services to Clients in conformity with Professional Practice Standards.

Our Mission

• Convey Financial Planning Services using ethical practice & help clients to achieve their short & long term goals
• Offer Financial Planning advisory services which is unbiased and transparent
• Educate clients through Financial Literacy initiatives & help them make informed decisions
• Foster long-term relationships with clients showing them a pathway to Financial Freedom

Quality Policy

To deliver unbiased professional fee-based Financial Planning services to our clients with reliability, neutrality, and attentiveness with our state-of-art infrastructure and support platforms.

Our Commitment

Deriving its inspiration from the Vision, Quality Policy and Guiding Principles;

• We keep our clients interest first before ours while imparting advise.
• We strive in helping our clients achieve their financial goals and dreams.
• We ensure confidentiality of client data and information.
• We understand each of our client's unique needs, values and goals & leave no stone unturned in our endeavor to make them come true.
• We hand-tailor the Financial Plan that is based on well-researched, academically sound Financial Planning strategies for each client.
• We work closely with our clients and educate them during the Planning process so that they are empowered to make smart decisions about their money.
• We work closely with our Expert Advisory Network to systematically provide creative solutions to our clients' financial challenges.
• We strive to be readily available to provide information and assistance to our clients and respond speedily and promptly to client requests.
• We encourage our clients to share their opinions, request explanations and express their preferences. In return, we are forthright and open in all our exchanges with our clients.
• We offer advice that is independent of any Bank, Mutual Fund or Insurance company affiliations.