About Shriram Wealth
Shriram Wealth is a company based in India founded in 2020 by R Thyagarajan. It operates as a B2C and B2B. The company has 26 employees as of March 31, 2022. Shriram Wealth offers products and services including Wealth Management, Lending Solutions, Protection Solutions, Global Investment Opportunities, and Family Office & Estate Services. Shriram Wealth operates in a competitive market with competitors including Dezerv, Wealthy, ASK Group, Nivesh and ET Money, among others.
- Headquarter India
- Employees 26 as on 31 Mar, 2022
- Founders R Thyagarajan
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Sectors
Financial Services
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Email
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Phone
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Website
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Social
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- Legal Name Shriram Wealth Limited
- Date of Incorporation 14 May, 2008
- Jurisdiction Chennai, Tamil Nadu, India
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Annual Revenue
$1.48 M (USD)50.86as on Mar 31, 2022
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Net Profit
-$279.94 K (USD)-62.92as on Mar 31, 2022
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EBITDA
-$396.21 K (USD)-37.86as on Mar 31, 2022
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Latest Funding Round
Not available
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Investors
Not available
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Employee Count
26
as on Mar 31, 2022
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Products & Services of Shriram Wealth
Shriram Wealth offers a comprehensive portfolio of products and services, including Wealth Management, Lending Solutions, Protection Solutions, Global Investment Opportunities, and Family Office & Estate Services.
Tailored solutions for portfolio growth and diversification.
Loans to support business and personal financial goals.
Policies to safeguard family and assets effectively.
Options for diversifying portfolios through offshore investments.
Services for estate planning and legacy management securely.
Funding Insights of Shriram Wealth
Detailed funding history for Shriram Wealth
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Investments & Acquisitions by Shriram Wealth
Investment portfolio details for Shriram Wealth
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Financial Statements - Shriram Wealth
Detailed financials for Shriram Wealth
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Shriram Wealth Comparisons
Peer comparison for Shriram Wealth
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Competitors of Shriram Wealth
Shriram Wealth operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Dezerv, Wealthy, ASK Group, Nivesh and ET Money, among others.
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Investment solutions and portfolio management are provided for affluent individuals.
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Digital wealth management platform is offered for personalized investments.
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Asset & wealth management platform
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Wealth management and financial products are provided online for individuals.
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App-based mutual fund investment platform
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Investment advisory and wealth management are offered via an application.
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Detailed competitors of Shriram Wealth
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Latest news on Shriram Wealth
Complete news archive for Shriram Wealth
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Frequently Asked Questions about Shriram Wealth
Shriram Wealth was founded in 2020.
Shriram Wealth is headquartered in India.
As of Mar 31, 2022, the latest employee count at Shriram Wealth is 26.
Annual revenue of Shriram Wealth is $1.48M as on Mar 31, 2022.
Shriram Wealth, part of the Shriram Group and Sanlam, delivers personalized financial solutions including wealth management, lending, protection, and global investments. It operates in major Indian cities like Mumbai and Delhi, serving professionals, business owners, and individuals with trust-based strategies. The company focuses on research-driven advice and estate planning to help clients grow and secure their wealth effectively.
Shriram Wealth offers Wealth Management, Lending Solutions, Protection Solutions, Global Investment Opportunities, and Family Office & Estate Services.