Why us?
Personal Touch
Technology Driven
Team of Experts
As an owner-driven organization, we at Shree Mutual Fund Services firmly believe in Trust, Ethics, Values, and Integrity. Our dedicated team provides personalized services to our customers to help fulfill their Financial and Investment Goals.
Team of Experts
Technology Driven
Team of Experts
With a collective experience of more than 35+ years in the Capital Markets, Shree Mutual Fund Services offers a perfect blend of exuberant youth and seasoned advisors. Our team is comprised of experts dedicated to providing best-in-class services.
Technology Driven
Technology Driven
Technology Driven
Our aim at Shree Mutual Fund Services is to make equity investments feasible for every individual. To enhance your experience and provide unbiased advisory, we leverage the latest technology for faster and more accurate delivery of our services.
Our Team
Rajesh Agarwal (Founder)
Rajesh Agarwal (Founder)
Rajesh Agarwal (Founder)
Mr. Rajesh Agarwal embarked on his journey as a stock-broker in 2006. With a specialization in Portfolio Consultancy and Retirement Planning, his expertise lies in helping individuals secure their financial future through services like Shree Mutual Fund Services. In addition to his investment prowess, he is also a trusted Real Estate broker, serving clients through his sister-concern company, Shreeman Properties.
Tanay Agarwal (MD/CEO)
Rajesh Agarwal (Founder)
Rajesh Agarwal (Founder)
Tanay is a dynamic professional who kickstarted his entrepreneurial journey in 2013 with Shreeman Digital. Later, he joined SSIC and has since been at the helm of Business Development, Marketing, and Client Relationship Management, where he has driven growth and fostered strong connections with clients. His commitment to enhancing shree mutual fund services uniquely positions him as a key asset for the company.
CA Rohan Agarwal (CFO)
Rajesh Agarwal (Founder)
CA Rohan Agarwal (CFO)
CA Rohan is a distinguished Chartered Accountant with a wealth of expertise in Stock Market Taxation, Accounting, GST, ITR, Audit, TDS, Assessments, and more. Through his extensive knowledge, he adeptly navigates the intricate realm of tax regulations to deliver comprehensive solutions. Additionally, with the support of Shree Mutual Fund Services, he provides tailored consultancy to our valued customers, ensuring they maximize their tax benefits.
Kamlesh Pokharna
Kamlesh Pokharna
CA Rohan Agarwal (CFO)
Kamlesh is a very dedicated executive at Shree Mutual Fund Services who ensures seamless client experiences by overseeing their back office needs and delivering timely confirmations for transactions. As our senior-most dealer, Kamlesh has been a vital part of our team for over a decade, managing client engagements with ease.
Pritam Narute
Kamlesh Pokharna
Pritam Narute
Pritam is a highly skilled senior Equity Advisor in our company, specializing in trading and long-term investments, including shree mutual fund services. His dedication, analytical skills, and deep knowledge of equity markets make him a valuable asset to our team. His expertise in option trading ensures that our trading clients receive top-notch service and accurate results. Pritam now operates as a Mentor for all advisors of our branch.
SAGAR WABLE
Kamlesh Pokharna
Pritam Narute
Sagar is a well-trained equity advisor who works closely with Shree Mutual Fund Services. Despite his pharmacy qualification background, he harbors a deep passion for the stock markets. He blends his expertise in equity analysis with a knack for simplifying complex financial concepts, ensuring his clients gain confidence and clarity in their investment decisions. Additionally, Sagar loves teaching basic stock market principles to beginners.
Sakshi Chheda
Sakshi Chheda
Sakshi Chheda
Sakshi, the youngest female equity advisor in our branch, brings strong accounting skills and a keen interest in the stock market, making her a valuable addition to Shree Mutual Fund Services. Although new to this field, her eagerness to learn and enthusiasm to gain knowledge highlight her potential within the team.
Shilpa Shukla
Sakshi Chheda
Sakshi Chheda
Shilpa is a young relationship manager with over 9 years of experience in the BFSI industry. She plays a catalytic role in the team’s progress and leverages her excellent vernacular communication skills to build and maintain strong business relations with clients, particularly through Shree Mutual Fund Services.