Finance

About the Founder

Nishith is the founder of Shree Financial .He is a SEBI Registered Investment Advisor and CERTIFIED FINANCIAL PLANNERCM (by FPSB India). He offers Solution Based and wealth advisory services.. He helps families to identify their financial goals with right focus on money and plans for them to achieve their goals with success and joy.

Nishith loves to go beyond the nuts and bolts of financial problems to help people see how a flawed approach to money gets in the way of happiness. Nishith is also LUTCF Qualified from American College, MBA from Madras University with Specialization in Finance and Marketing.

Nishith believes in educating and empowering his clients to take right financial decisions for the right reasons and helps them act consistently to achieve the right balance of wealth and happiness. He is very passionate about spreading the prospects and pitfalls of investments in mutual funds, insurance and fixed income instruments. He actively works with many Schools, Colleges and Corporates to spread the awareness.

Nishith is also a member of FP Sahayak and IAL, a group of Practicing Financial Planners and Financial Consultants to create awareness about Financial Planning in general public, promote professional excellence and ensure high quality practice standards.

Prior to being a CFPCM, Nishith was into Retail Asset Division of Citibank for 4 years and was in charge of Chennai Operations.

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