Shree Wealth Care
Where Wealth Finds Direction
Shree Wealth Care is a professionally managed Financial
Advisory & Wealth Management Firm committed to helping
individuals, families, professionals, entrepreneurs, and businesses make
informed financial decisions with confidence.
Guided by our philosophy, "Where Wealth
Finds Direction," we believe that meaningful financial success is
built on strategic advice, disciplined planning, and trusted professional
guidance. Every recommendation is thoughtfully aligned with our clients'
financial goals, risk appetite, and long-term aspirations.
Our advisory expertise spans Debt Advisory
& Lending Solutions, Risk Protection & Insurance Advisory, and
Investment Advisory & Wealth Management, offering comprehensive
guidance for loans, insurance, investments, retirement planning, wealth
creation, portfolio review, and goal-based financial planning.
The vision behind Shree Wealth Care is inspired by Mr.
Chintan K. Joshi, Founder & Visionary. An MBA in Banking
& Finance and a Former Banker with ICICI Bank Ltd. and
Kotak Mahindra Bank Ltd., he brings extensive expertise in banking,
lending, and financial advisory. He is a Former SEBI Financial
Education Resource Person (FERP) and continues to be associated with NCFE
and IICA in promoting financial literacy. He also serves as a Financial
Product Trainer and is a Life Member of the Indian Institute
of Banking & Finance (IIBF). His vision continues to shape the
firm's values, professional standards, and long-term strategic direction, while
day-to-day operations and client advisory services are led by a dedicated
professional team.
At Shree Wealth Care, we measure our success by the trust we earn, the relationships we build, and the financial confidence we create. Our vision is to become one of India's most trusted Financial Advisory & Wealth Management Firms, delivering ethical advice, professional excellence, and lasting value across every stage of our clients' financial journey.
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Speak with our experts today and find the right insurance or investment plan for you.