Early on, I observed that there were some people who managed their finances very well despite having limited means. And there were others who seemed to have lost control over their finances, in spite of higher incomes. It got me curious, and I started learning about money management.  I also realised that financial literacy is low even among the educated as our formal education system does not include any training in personal finance. Soon, I was helping people save money, protect their families from financial setbacks, and meet their financial goals. Financial success is not only about how hard we work but also about how hard our money works.   

I am a AMFI registered Mutual Fund Distributor, IRDA licensed Insurance Advisor, and holder of Certified Financial Planner (CM) certification. Certified Financial Planner (CM) is a highly recognised global certification in personal finance.

Being a part of the financial services industry for over 12 years, my clients include employees of private companies, businesspersons, self-employed individuals, and NRIs.

I have also worked on personal finance content projects for companies and individuals.

Working for hospitality industry in the early years of my career helped me to imbibe the valuable traits of customer-centricity and timely service.    

Our Mission

At Shrirupa Financial Services, we are dedicated to assisting our clients with protecting, saving, and growing their assets. Our mission is financial well-being—a gateway to optimal living. 

Why Shrirupa Financial Services…

We believe in putting you first. The products are customized to suit your requirements and goals. We provide timely service, while keeping you informed at every stage of the process. Transparency and Efficiency are at the heart of our operations. We follow seamless online processes, so that you don’t have to spend your precious time in paperwork or multiple visits related to your investments. We share and review investment reports with you on a regular basis.

We do not promote any particular brand or a company. This enables us to provide you with multiple options (bias-free) to match your needs and goals.

Our approach is holistic and ethical, directed towards enabling our clients to meet their financial goals. While offering our services and products, we place our clients’ interests first.

So, you are welcome to our one-stop financial services establishment, that offers you all the above and much more.