About Us

Welcome to Shree Radha Financial Services

At Shree Radha Financial Services, we help you grow your wealth with personalized financial strategies designed for long-term success. Wealth management is more than just investing—it’s about creating a secure and prosperous future through smart, strategic decisions tailored to your unique goals. We believe in a client-first approach, offering customized financial solutions that align with your aspirations, risk appetite, and life stage. Whether you're planning for financial security, asset preservation, or wealth growth, our expertise ensures that your journey is smooth, informed, and rewarding. With a focus on transparency, trust, and expert guidance, we simplify financial complexities so you can build, manage, and protect your wealth with confidence. Let’s work together to grow your wealth and secure your future! you can make changes if you feel

Paresh Chaudhary

(BE - SVNIT, Surat)

With Over A Decade Of Experience As An Investor Since 2012, Paresh Chaudhary Combines His Engineering Precision With Deep Expertise In Financial Markets To Deliver Innovative, Data-driven Strategies. His Strong Background In Technology Empowers Him To Design Efficient, Scalable Financial Solutions, While His Diverse Knowledge Of Investment Products Ensures Tailored Portfolios That Meet Clients' Unique Financial Goals. Paresh Chaudhary Is Dedicated To Providing Transparent, Reliable Wealth Management Services, Built On A Foundation Of Trust, Expertise, And Personalized Care. Whether Navigating Complex Market Conditions Or Optimizing Returns, He Is Committed To Securing His Clients' Financial Future With A Proven, Results-oriented Approach.

Our Ethics Oath

E-xpertise

My clients trust me for being an expert in the field of personal finance. I shall keep myself updated with the required knowledge & skills to provide expert recommendations to my clients.

T-ransparency

My clients trust me for being transparent in all my dealings with them. I shall voluntarily disclose all material facts & conflicts of interest in a fair & transparent manner to my clients.

H-olistic

My clients trust me for empathizing with their dreams, goals, aspirations & anxieties. I shall be mindful, compassionate, and respectful of all their feelings around both money & life.

I-ntegrity

My clients trust me for being honest in our relationship. I shall always maintain the integrity of our professional relationship and never do anything which is a let-down to my clients.

C-lient First

My clients trust me for providing truly unbiased & independent advice. I shall ensure that my clients’ interest always comes before my personal gains and advice is void of any biases.

S-olutions

My clients trust me for providing solutions to their problems, needs & requirements and not merely execute their transactions. I shall be diligent in offering the best possible solutions.

Vision

To become the leading financial advisory firm, guiding clients towards sustainable wealth creation and financial independence, with a goal of managing over Rs. 5,000 crore in assets while fostering long-term partnerships built on trust, integrity, and shared success.

Mission

We are dedicated to empowering clients to build and preserve wealth by providing personalized investment strategies that align with their goals, risk tolerance and values. Through expert guidance and a commitment to long-term financial well-being, we aim to cultivate lasting relationships that drive wealth creation and shared prosperity.

Why Choose us

We Are The Best In Market

Expert Financial Advisors

Guidance from experienced professionals.

Comprehensive wealth

From investments to insurance, we cover it all.

Secure & transparent

Confidence in every decision.

Tailored Goal-Based Planning

Personalized strategies aligned with your life goals.

NRI Focused Services

Expertise in managing international financial needs.

Our Solutions

Our Wealth Solutions

Retirement & Tax Planning

Plan for a secure future and minimize tax liabilities with our strategic guidance.

Risk Management & Asset Allocation

Balance risk with expert asset allocation tailored to your needs.

Long-Term Wealth Creation

Focus on building sustainable wealth through diversified investments.

Personalized Investment Strategies

We craft customized plans to meet your unique financial goals.

SRWealth is product of
Shree Radha Financial Services