Your Partner in Financial Success
Financial Planning
Build a clear financial plan that connects your income, goals, investments, and taxes into one simple roadmap. We help you make confident decisions today while staying prepared for tomorrow.
Insurance Consultancy
We help you buy the right insurance for the right reasons. Clear guidance on term insurance, health cover, and critical illness — no overselling, no confusing riders, no pressure.
Investment Advisory
Grow your wealth with well-researched, personalized investment strategies built around your goals, risk appetite, and time horizon. No guesswork. No noise. Just disciplined investing designed for long-term results.
About
My name is Shreyas Joshi
Hi, I’m Shreyas Joshi, the founder of ShreeMoney. For me, financial planning is not just about numbers—it’s about people. I believe in creating financial plans that are as unique as you, tailored to your specific needs and circumstances.
CONTACT
Let’s Work Together
+917559161118
fpshreyasjoshi@gmail.com