About Shriram Wealth
Shriram Wealth is a Financial Services company based in India founded in 2020 by R Thyagarajan. It provides wealth management, lending, and investment services across India. It operates on a B2C and B2B model. The company has 26 employees. Its Indian entity Shriram Wealth Limited reported revenue of ₹8.75 Cr. Shriram Wealth offers products and services including Wealth Management, Lending Solutions, Protection Solutions, Global Investment Opportunities, and Family Office & Estate Services. Its focus areas include FinTech, Lending Tech, Business Loans and Personal Growth Financing. Similar companies include Dezerv, Wealthy and ASK Group; 3 of its 3 listed similar companies have raised funding.
Company details
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.
- Headquarters India
- Employees 26
- Founders R Thyagarajan
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website shriramwealth.in
- Social LinkedIn Instagram
- Legal Name Shriram Wealth Limited
- Date of Incorporation 14 May, 2008
- Jurisdiction Chennai, Tamil Nadu, India
- Annual Revenue₹8.75 Cr
FY 2025 · -8% YoY
- Net Loss-₹1.20 Cr
FY 2025 · -14% margin
- EBITDA₹54.4 Lakh
FY 2025 · 6% margin
- Employee Count26
Associated legal entities of Shriram Wealth
Shriram Wealth operates through Shriram Wealth Limited (active). Its filings, financials, charges and directors are on the company page.
| Legal entity | Status | Incorporated | Registered in | Revenue (FY 2025) | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Shriram Wealth Limited CIN U67190TN2008PLC067747 | Active | 14 May 2008 | Chennai, Tamil Nadu | ₹8.8 Cr | 26 | 7 | View details |
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.
Board of directors of Shriram Wealth Limited (Shriram Wealth)
Shriram Wealth Limited is the primary company behind Shriram Wealth. The board of Shriram Wealth Limited currently have 6 directors; the longest-serving is Dhruv Lalit Mehta, appointed in 2016. 23 earlier directors have ceased.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Dhruv Lalit Mehta DIN 02083226 | Director | 20 May 2016 | 10 yrs 5 mo | Shriram Wealth Limited |
| Vikas Satija DIN 10845813 | CEO | 01 Dec 2024 | 1 yr 11 mo | Shriram Wealth Limited |
| Thian Joost Fick DIN 10328186 | Nominee Director | 31 Jul 2025 | 1 yr 3 mo | Shriram Wealth Limited |
| Pragadasan Shanmugam DIN 11087966 | Nominee Director | 31 Jul 2025 | 1 yr 3 mo | Shriram Wealth Limited |
| Umesh Govind Revankar DIN 00141189 | Director | 25 Sep 2025 | 1 yr 1 mo | Shriram Wealth Limited |
| Narayanan Subramaniam DIN 00166621 | Director | 06 Nov 2025 | 1 yr | Shriram Wealth Limited |
People of Shriram Wealth
1 people are tracked at Shriram Wealth (1 in leadership); the tracked headcount is 26.
| Name | Role | Group |
|---|---|---|
R Thyagarajan | Founder | Leadership |
Complete people profiles for Shriram Wealth
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Financials of Shriram Wealth
Figures of Shriram Wealth Limited, the primary company behind Shriram Wealth, for FY 2025. Revenue was ₹8.75 Cr (-8% year on year). Net loss was -₹1.20 Cr (-14% margin). EBITDA was ₹54.4 Lakh (6% margin). Revenue has grown at a compounded annual rate of -11% over three years and +168% over five years.
- ₹8.75 CrRevenue · FY 2025 · -8% YoY
- -₹1.20 CrNet loss · -14% margin
- ₹54.4 LakhEBITDA · 6% margin
- ₹4.41 CrPaid-up capital
- 26Employees (provident fund records)
- -11%Revenue CAGR, 3 years
- +168%Revenue CAGR, 5 years
Balance sheet, profit and loss, cash flow and ratios of Shriram Wealth Limited are on its company page.
Detailed financial statements for Shriram Wealth
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Similar companies to Shriram Wealth
Shriram Wealth has 3 listed similar companies in our database, 3 of them funded. They include Dezerv, Wealthy and ASK Group.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| dezerv.in | 2021 | Mumbai, India | $100M | 513 | Investment solutions and portfolio management are provided for affluent individuals. | |
| wealthy.in | 2015 | Bengaluru, India | $22.29M | 231 | Digital wealth management platform is offered for personalized investments. | |
| askfinancials.com | 1983 | Mumbai, India | $125M | 191 | Asset & wealth management platform |
Detailed similar companies of Shriram Wealth
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Related news about Shriram Wealth
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Frequently Asked Questions about Shriram Wealth
Shriram Wealth was founded in 2020.
Shriram Wealth is headquartered in India.
Shriram Wealth has 26 employees.
The primary company behind Shriram Wealth, Shriram Wealth Limited, reported revenue of ₹8.75 Cr for FY 2025, down 8% year on year.
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.
Shriram Wealth operates through Shriram Wealth Limited.
The legal entities of Shriram Wealth currently have 6 directors, including Dhruv Lalit Mehta, Umesh Govind Revankar, Thian Joost Fick and others.