Built on discipline, clarity, and long-term capital strategy. We help high-net-worth individuals navigate complexity with confidence.
Shree Capital is led by Arun Agrawal, a seasoned financial professional with deep expertise in growth planning, portfolio strategy, and long-term capital allocation. With over 20 years of experience navigating complex financial landscapes, Arun brings a research-driven approach to every client relationship.
Our philosophy centers on building disciplined, diversified portfolios that prioritize capital preservation and sustainable growth over short-term speculation. We believe in transparency, long-term thinking, and personalized strategies tailored to each clients unique financial journey.
Comprehensive growth planning solutions tailored to your unique financial goals and circumstances.
Comprehensive wealth management strategies aligned with your long-term financial objectives and risk tolerance.
Research-driven portfolio construction focusing on diversification, asset allocation, and strategic rebalancing.
Proactive risk assessment and mitigation strategies to protect and preserve your capital in volatile markets.
Comprehensive analysis and evaluation of your existing investment portfolio to identify opportunities and risks.
Holistic planning encompassing retirement, tax optimization, estate planning, and wealth transfer strategies.
Strategic capital allocation across asset classes designed to optimize returns while managing liquidity needs.
Access to curated alternative investment opportunities including private equity, real estate, and structured products.
Every decision is backed by thorough analysis, data-driven insights, and rigorous due diligence.
We focus on sustainable wealth creation over decades, not quarterly performance chasing.
Capital preservation is paramount. We assess downside risks before pursuing upside potential.
“The best time to plant a tree was 20 years ago. The second best time is now.”— Chinese Proverb
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Serving high-net-worth individuals and families across India