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Hardik Joshi Certified Financial Planner

Practice Philosophy Clients Library Conversation

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Tag: Asset Allocation

The Architect and the Salesman

The Architect and the Salesman

Why serious wealth is built on design and temperament — not on tips.

Hardik Joshi Certified Financial Planner

Shrey Wealth. Patient. Independent. In the service of a small number of families.

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304, Maruti Sankalp,
Opp. APC, A. V. Road,
Anand, Gujarat

Hardik Joshi, CFP® · Founder, Shrey Wealth.
AMFI-Registered Mutual Fund Distributor · ARN-255332

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Disclosures — The information on this site is for informational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any securities. Past performance is not indicative of future returns. Mutual fund investments are subject to market risks; please read all scheme-related documents carefully. Mr. Hardik Joshi is a Certified Financial Planner® and the founder of Shrey Wealth, an AMFI-registered mutual fund distributor. Any discussion of specific outcomes, families, or holdings has been suitably anonymised. By engaging this practice, clients agree to the terms of the engagement letter, which is shared in advance of any work.