Investment Advisory
Smart strategies to grow your wealth with clarity and discipline:
Mutual Fund Portfolio Creation
SIP Planning & Monitoring
Risk-Return Optimization
About Us
Our DNA
Clarity. Confidence. Control.
We believe that managing money should be simple, smart, and deeply personal. With over a decade of experience, we help individuals and families make confident financial decisions—whether it’s growing your wealth, optimizing taxes, or building a lasting legacy. We don’t just offer services—we offer clarity. Every strategy we recommend is tailored to your life, your goals, and your values.
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10+ years of hands-on financial expertise
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Comprehensive planning across Wealth • Tax • Legacy
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Transparent, honest advice—always in your best interest
Our Services
What We Offer
Tax Planning & Filing
Maximize savings with compliant, tailored tax strategies:
Personal & Business Tax Advisory
Capital Gains Planning
ITR Filing & Advance Tax Management
Estate & Succession Planning
Secure your legacy with thoughtful, tax-efficient structures:
HUF & Trust Structuring
Will Drafting Guidance
Succession & Asset Transfer Strategy
Business & HNI Consulting
Expert guidance for high-impact financial decisions:
Virtual CFO Services
Financial Restructuring & Planning
Promoter Wealth Strategy
Our Team
CA Rahul Shah
Tax Expert | Wealth Strategist | HNI Advisor
With over a decade of hands-on experience, he works closely with high-net-worth individuals to simplify their financial decisions. From complex tax structures to long-term wealth strategies, he focuses on clarity, compliance, and results. Known for cutting through the jargon and offering solutions that actually work—for today and for the future.
LinkedInCA Srishti Jain
Investment Planner | Compliance Specialist
She helps clients build smart, goal-focused portfolios—without overlooking the fine print. Her strength lies in balancing returns with regulation, ensuring that every move is strategic and safe. Detail-oriented and deeply committed, she makes wealth planning feel less overwhelming and more empowering.
WHAT OUR CUSTOMER SAY!
“Sriraa Wealth handles everything—taxes, investments, even my HUF and trust planning. Peace of mind, finally!”
Amit Mehra, Entrepreneur
“As a salaried professional, I never imagined my finances could be this well-structured. Thanks to Rahul & Srishti!”
Sneha Iyer, Corporate Employee
“I had multiple scattered investments and no clear strategy. Sriraa helped consolidate, plan, and grow it all.”
Rajesh Arora, NRI Investor
“Their tax planning saved me lakhs. And the best part—no last-minute panic during filing season anymore!”
Neha Deshpande, Senior Consultant
“From SIPs to estate planning, Sriraa Wealth gave me a roadmap I trust. It’s like having a personal CFO.”
Vikram Shah, Family Business Owner
“They explained every investment in simple language. I finally feel confident about where my money is going.”
Anjali Menon, First-time Investor
“Earlier I used to stress about money. Now, I have clarity, control, and a real plan in place.”
Deepak Sinha, Retired Government Officer
Why Sri₹aa..?
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Simple, Always:
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Clear Insights
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At Your Service
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You First
We make investing easy to understand, goal-driven, and risk-aligned.
We cut the noise and help you make smart, informed decisions.
Quick, responsive service—wherever you are.
Your goals, your interest, your peace of mind. Always.