Sreya Finserv P Ltd was established in March 2017 by S.Hariharan (AMFI registered Mutual Fund Distributor ARN number (220065)). He comes with 33 years of working experience of various companies like ITIFSL, India Infoline and Edelweiss which had been providing similar services for over number of years, to the satisfaction of its clients.
Sreya Finserv P Ltd offers a wide array of products and services, including to help with your investment decisions, which may include selection of Mutual Fund schemes integrated Financial planning, Wealth management, Insurance & Mutual Fund.
Sreya Finserv P Ltd serves over 600 clients including high net worth families and individuals and retail investors. Our aim is to provide independent, high quality and customized Services to Individuals. “Maximizing Wealth” through Asset Allocation is the first and foremost motive of us.
Our services are individually designed to meet clients’ needs as determined by personal consultations and constant monitoring of their financial goals. Our approach is to counsel individual clients, understand their profile, needs and concerns, build customized financial investment portfolios, offer a comprehensive selection of investment alternatives that will suit their Financial goals.
To provide a wide range of products and services in the field of Financial Services Segment with a commitment to:
To build Sreya Finserv P Ltd as a trusted brand in the Financial Services.
I Floor, No.30, Raja Bather Street,
T Nagar, Chennai - 600017
+91 63698 59507
+91 73393 50089
+91 63698 00849
Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments. Option of Direct Plan for every Mutual Fund Scheme is available to investors offering advantage of lower expense ratio. We are not entitled to earn any commission on Direct plans. Hence we do not deal in Direct Plans.
AMFI Registered Mutual Fund Distributor – ARN-220065 | Date of initial registration – 05 Sep 2024 | Current validity of ARN – 01 Mar 2028
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