Grow Your Wealth with Smart Mutual Fund Investments
Personalized financial planning, SIP investments, tax saving and wealth creation — all guided by expert advisors who put your goals first.
Years Experience
Happy Clients
Fund Partners
AUM Managed
Why Investors Trust Shree Sanwariya Associates
We combine deep market expertise with a client-first approach to deliver investment solutions that truly work for you.
Personalized Advice
Tailored investment strategies that align with your unique financial goals, risk appetite, and life stage.
Goal Based Investing
We map your investments to specific goals — be it retirement, child education, or buying a home.
Regular Portfolio Reviews
Periodic assessment and rebalancing to ensure your portfolio stays aligned with market conditions.
Transparent Guidance
No hidden charges, no jargon. We believe in complete transparency in every recommendation we make.
Paperless Process
100% digital onboarding and investment process. Start investing from the comfort of your home.
Trusted Support
Dedicated support for all your queries. We're just a call or message away, whenever you need us.
Comprehensive Financial Services
From SIP investments to retirement planning, we offer a complete range of financial services tailored to your needs.
SIP Investments
Start a Systematic Investment Plan with as little as ₹500/month. Build wealth consistently with the power of compounding.
Mutual Funds
Access 5000+ mutual fund schemes across equity, debt, and hybrid categories from top fund houses.
Lumpsum Investment
Invest a one-time amount in carefully selected funds for optimal returns based on your investment horizon.
Tax Saving (ELSS)
Save up to ₹46,800 in taxes annually under Section 80C with ELSS mutual funds and a lock-in of just 3 years.
Retirement Planning
Plan for a financially independent retirement. We help you calculate and invest for your golden years.
Child Education Planning
Secure your child's future education expenses with a dedicated long-term investment strategy.
Wealth Management
Comprehensive wealth management for high-net-worth individuals with diversified portfolio strategies.
Financial Planning
Holistic financial planning covering budgeting, emergency funds, insurance, and investments.
Insurance Advisory
Get guidance on term insurance, health insurance, and other protection plans for complete financial security.
Plan Your Investments Smartly
Easy-to-use calculators to help you plan every stage of your investment journey — from your first SIP to a comfortable retirement.
SIP Calculator
Invested
₹12.00 L
Est. Returns
₹11.23 L
Total Value
₹23.23 L
Your money grows to
₹23,23,391
in 10 yrs · invested ₹12.00 L
* For illustration only. Mutual fund investments are subject to market risks; actual returns may vary. Not investment advice.
About Shree Sanwariya Associates
Backed by years of experience and a passion for helping families achieve financial freedom.
Protecting Dreams, Building Wealth
10+
Years Experience
Dedicated to Your Financial Success
With over a decade of experience in the mutual fund industry, Shree Sanwariya Associates was founded with a simple vision — to make professional financial advisory accessible to every family and individual.
We believe that every investor deserves personalized attention, transparent guidance, and a partner who genuinely cares about their financial well-being. Our client-first philosophy drives every recommendation we make.
Our Vision
To be the most trusted name in financial advisory, empowering every family to achieve financial freedom.
Our Mission
To provide honest, goal-based financial planning that turns your dreams into achievable milestones.
500+
Clients Served
5+
Certifications
40+
Fund Houses
Explore Fund Categories
Every goal needs the right type of fund. We help you choose the categories that fit your risk profile and time horizon.
Equity Funds
Invest primarily in stocks for long-term wealth creation. Best suited for investors with a higher risk appetite and long horizon.
Ideal horizon
5+ years
Debt Funds
Invest in bonds and fixed-income securities. Offer stable, predictable returns with lower volatility than equity.
Ideal horizon
1–3 years
Hybrid Funds
A balanced mix of equity and debt in a single fund — growth potential with a cushion against market swings.
Ideal horizon
3–5 years
Index Funds
Passively track a market index like the Nifty 50 at a very low cost. Simple, transparent, and diversified.
Ideal horizon
5+ years
ELSS (Tax Saving)
Equity-linked savings schemes that save tax under Section 80C with the shortest lock-in of just 3 years.
Ideal horizon
3+ years
Liquid Funds
Park surplus cash for the short term with easy access to your money and better returns than a savings account.
Ideal horizon
Days–months
Risk levels are indicative. The right allocation depends on your goals, income and comfort with volatility — something we'll map out together during your consultation.
What Our Investors Say
Real stories from families and individuals who trusted us with their financial journey.
4.8
Average rating from
500+ happy investors
Frequently Asked Questions
Everything you need to know about mutual funds, SIPs and investing with us. Can't find an answer? Just reach out.
Still have questions?
Our advisors are happy to explain anything in simple terms — no jargon, no pressure. Book a free consultation and get clarity.
Ready to Begin Your Investment Journey?
Take the first step towards financial freedom. Book a free, no-obligation consultation and let's build a plan around your goals.
Prefer WhatsApp? Message us insteadBook Your Free Consultation
Have a question or ready to start investing? Reach out and our advisors will get back to you shortly.
Call Us
+91 99799 94424
Help Desk
+91 74289 13118
Chat with an advisor
royal.wealthmakers@gmail.com
Office
Shree Sanwariya Associates
112, 1st Floor, Delve Workspace, President House,Opp. Sheth C.N. Vidyalaya, Panchavati Society,Ambawadi, Ahmedabad, Gujarat 380006Get directions