ABOUT US

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Company Profile

Sreya Finserv P Ltd was established in March 2017 by S.Hariharan (AMFI registered Mutual Fund Distributor). 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.

Our Mission

To provide a wide range of products and services in the field of Financial Services Segment with a commitment to:

  • Highest standards of quality at reasonable cost.
  • Meeting the general and sophisticated financial goals of our clients.
  • Developing, encouraging and rewarding superior performance of our employees.
  • Our Motto is to invest money in mutual funds carefully and safely.

Our Vision

To build Sreya Finserv P Ltd as a trusted brand in the Financial Services.