Skip to content
Hardik Joshi Certified Financial Planner
Practice Philosophy Clients Library Conversation
Practice Philosophy Clients Library Conversation Request a private conversation →

Tag: Business Owners

Separating the Family’s Wealth from the Business’s

Biz separate

When personal and business money share one pocket, one bad year can put the family at risk too.

Your Business Is Not Your Retirement Plan

Biz retire

Almost everything you own is inside the business — until the day you need it to be cash, and it isn’t.

Hardik Joshi Certified Financial Planner

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

Practice
About Hardik Philosophy Who I work with Library
Engage
Request a conversation The Allocation Blueprint Annual letter Speaking enquiries
Office

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

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

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.