Shreeji Financial Planners

Shreeji Financial Planners

Shreeji Financial Planners is a 16 year new company which offers financial solutions as per the need of the customer. We cater to the need of customer with suitable solution and we help them select right products to achieve their goals.

In entire process, our focus is the client satisfaction and to fulfil the client need and give them correct solution. In our philosophy safety and security comes first and then the growth. We believe in building long term relationship with transparency and commitment.

Our Core Values



Vision

Our Vision is to be the most trusted financial company across the globe.

Mission

Our Mission is to be instrumental in advancing the financial situation of many individuals and institutes
and to empower them to accomplish their goals.

About Vijay Mistry

Vijay is an international financial coach and founder of Shreeji Financial Planners Pvt Ltd. He is a member of International Association of Registered Financial Consultants (IARFC) and Million Dollar Round Table, the premier association of financial professionals. He has received various awards towards his contribution and performance from many financial companies in India but for him, his clients Trust is the biggest award. He is a person of integrity, honesty and a strong spiritual being.

He is Mechanical Engineer by his academic qualification and was partner in two companies before joining finance industry. He joined financial industry in year two thousand and two as an insurance advisor with Max New York Life and became a professional financial consultant in year 2007 as a first premier graduate in India from IARFC international. He is also a technical analyst in equity and specialised in land and real estate investments.

Shreeji Financial Planners
Shreeji Financial Planners

Our Team

Our team consists of people from diverse background. We have a team of senior advisors which is a blessing to us and are the expert from different backgrounds to give solution on any kind of financial matter, right from taxation to legal aspects. Our in house team consists of Certified Financial Planners to design solutions for individual planning and we have a strong back end team to take care of processes. Our team is always inclined to fulfil the customer requirements and average turn around time on customer query is three hours.

Our Advisors

Shreeji Financial Planners

Mr. S Udhaykumaran

Tax Consultant & Advisor for Income Tax

Mr. Udaykumaran is an independent tax advisor and he had joined Indian Revenue Services in 1982 and worked in different capacity in income tax department. He was commissioner of Income Tax before retiring. He was instrumental in rewriting and simplifying Income Tax Act constituted by CBDT in year 2004 to 2006.

Shreeji Financial Planners

Mr. Hemant Joshi

Chartered Accountant, Company Secretary and Law Graduate

Mr. Joshi is a Practicing Chartered Accountant, since 1984 & specializing in rendering professional services to small & medium enterprises (SME) & to high net worth individuals (HNI), in a specified functional area, like statutory audit, internal audit, direct tax, indirect tax, company law, business advisory services, management consultancy, etc.

Shreeji Financial Planners

Mr Avinash Gaikwad

Chartered Surveyor (FRICS), BE-Mech

Mr. Avinash is a partner in AG Consultancy, based in Qatar. He holds four professional qualifications like fellow member of Royal Institution of Chartered Surveyors (FRICS), Fellow Member of Indian Inst. of Quantity Surveyors (FIIQS), Member of Chartered Inst of Arbitrators (MCIArb) and RICS accredited civil commercial mediator. He is expert in strategising, budgeting, cost planning and a successful mediator and an upcoming international arbitrator.

Shreeji Financial Planners

Mr. Jotiba Jadhav

B. E. (Electrical), MBA and PG Diploma in Electricity Regulations

Mr. Jotiba has successfully led key short & long-term strategies and multi-million dollar initiatives to meet changing business needs including new business development with the challenging entrepreneurial role of a "hands-on" leader for the business, to provide end-to-end direction across all functions related to developing business and defining overall strategy for the organization for long term, assuming final objective to transform & run it into a viable unit with steady long term growth.