Skip to content

Hardik Joshi Certified Financial Planner

Practice Philosophy Clients Library Conversation

Practice Philosophy Clients Library Conversation Request a private conversation →

Tag: ESOP

Your Net Worth Shouldn’t Wear One Company’s Logo

When salary, savings and bonus all ride on one company, you are far less diversified than you think.

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.