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Hardik Joshi Certified Financial Planner

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Tag: Risk Management

You Are the Asset

Pro asset

Your practice is built almost entirely on you — the source of your income, and the biggest risk to it.

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

© MMXXVI Hardik Joshi · Shrey Wealth
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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.