Wealth Management

Service Details

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 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.