Returns Calculated at 14% P.A.

OUR PROCESS

Meet the client

Meet the client

client Profile

Profile the client

objective

Understand their objective

Provide Tailored Investment Solution

Provide Tailored Investment Solution

ABOUT SRE FINANCIAL PLANNERS

ABOUT SRE FINANCIAL PLANNERS

This is the place where knowledge meets expert advice, to provide investment solutions on the path of financial freedom. We assist you to achieve your financial goals with a disciplined and systematic approach by investing in investment avenues for wealth creation and wealth management.

31

Year of experience

Year of experience

43560

Number of clients

Number of clients

352

Number of Offices

Number of Offices

140

SRE Location

Locations

TESTIMONIALS

For me investing meant applying traditional thinking where I felt that no one could guide me better than myself. But having worked with SRE and their dedicated team of advisors, I can not only see the returns on my mutual funds investment, but also content with their services.

CEO & Mentor

Printline Reproductions Pvt. Ltd

Akash and his team have been absolutely helpful in planning my future finances keeping my goals in Mind. His calculations and logic behind every goal has been impeachable and on point.

AarishS.Daruwalla

Acoustics Redefined

I was fortunate to come in touch with Mr. Akash Gupta. He was very cooperative in understanding my needs and suggesting a perfect SIP. I was overwhelmed with the support he and his team has given me.

Ali Asgar

Taha International

The investment seminars conducted for the employees were super. Most of the employees have signed up and started investing for mutual funds. The benefit of SIP is been seen amogst all the blue collar employees too.

Bazyan Mistry

Talisman Placement Services