A practitioner, not a salesman.
I learned early that complex systems only run when their fundamentals are sound. Two decades in the markets later, I find the very same truth in portfolios.
An MBA, and a decade at Kotak, taught me what wealth looks like at scale — and how often it is interrupted by impatience, by noise, by the impulse to act. I earned the CFP® mark not for the certificate, but for the discipline it asks of the planner.
Today I lead Shrey Wealth, the advisory I founded — independent, advice-first, with no proprietary product to push. We serve a deliberately small set of families, and much of the real work is invisible, because the best wealth advice is often the conversation that prevented a costly decision.
What you can expect
- Advice first — never a sales pitch. My only product is your outcome.
- A plan built around your goals, horizon and temperament — not this week’s hot fund.
- Plain-English reporting: you always know where you stand, and why.
- A calm hand when markets get frightening — two decades of staying the course beside families.
I keep my client list small on purpose, because real planning is a relationship, not a transaction. If that’s the kind of advisor you’ve been looking for, the door is open — and so is the reading room.
If you’d value a planner who plans rather than sells, let’s have one honest conversation — no products, no pressure.
Or reach me directly — +91 98258 00245 · info@hardikjoshicfp.in
Hardik Joshi, Certified Financial Planner® (CFP®)
Two decades planning — not selling — for Gujarat’s families, professionals and founders.
Hardik Joshi is the Founder of Shrey Wealth (ARN‑255332). Shrey Wealth is an AMFI‑registered Mutual Fund Distributor. Visit www.shreywealth.in for more details.
Views shared here are personal and for educational and awareness purposes only.