About Shree Capital
A founder-led wealth management firm built on discipline, research, and long-term capital strategy.
Built on a Foundation of Trust and Expertise
Shree Capital is a wealth management firm founded on the belief that financial success comes from discipline, research, and a long-term perspective. We serve high-net-worth individuals and families who seek more than just investment returns—they seek a trusted partner in their wealth journey.
Unlike large institutions burdened by bureaucracy and conflicts of interest, we operate as an independent planning firm, ensuring that every recommendation is aligned with our clients' best interests. Our boutique size allows us to provide personalized attention and customized strategies that larger firms simply cannot match.
Our approach combines rigorous quantitative analysis with qualitative judgment, drawing on years of experience navigating various market cycles and economic environments. We believe that wealth management is not about timing the market, but about time in the market—patiently building and preserving capital through disciplined, research-driven strategies.
Investment Philosophy
At Shree Capital, our investment philosophy is built on three core principles that guide every decision we make:
1. Capital Preservation First
Before seeking returns, we focus on protecting capital. This means rigorous risk assessment, diversification, and a deep understanding of downside scenarios before committing to any investment.
2. Long-Term Orientation
We measure success in years and decades, not quarters. This perspective allows us to make decisions that compound value over time, avoiding the pitfalls of short-term thinking and market timing.
3. Research-Driven Decisions
Every investment thesis is backed by thorough analysis, due diligence, and independent research. We do not follow crowds; we follow conviction grounded in facts and data.
Arun Agrawal
Founder & Principal Goal Planner
Arun Agrawal is the founder and principal goal planner at Shree Capital. With over 20 years of experience in wealth management and financial planning, Arun has built a reputation for disciplined, research-driven investment strategies that prioritize long-term capital preservation and growth.
His career spans multiple market cycles, giving him a deep understanding of both the opportunities and risks inherent in capital markets. Before founding Shree Capital, Arun held senior planning positions at leading financial institutions, where he managed portfolios for high-net-worth individuals and families.
Arun holds advanced credentials in financial planning and investment management. He is a firm believer in continuous learning and regularly conducts independent research to stay ahead of market trends and emerging opportunities.
What sets Arun apart is his client-centric approach. He believes that wealth management is fundamentally about understanding each client's unique circumstances, goals, and concerns. This personalized approach has earned him the trust of a select clientele who value substance over salesmanship.
Our Story
Career Beginnings
Started career in financial services with a focus on wealth management and investment planning.
Senior Planning Role
Led portfolio management and growth planning for high-net-worth clients at a leading financial institution.
Independent Practice
Established independent planning practice to provide more personalized, conflict-free wealth management services.
Shree Capital Founded
Launched Shree Capital to formalize the boutique planning approach and serve a select clientele.
Our Core Values
Integrity First
We operate with complete transparency and always put our clients' interests above all else.
Disciplined Approach
Our investment decisions are guided by rigorous research, not market sentiment or short-term trends.
Client Partnership
We build lasting relationships based on trust, communication, and shared long-term goals.
Continuous Learning
Markets evolve, and so do we. We stay at the forefront of financial research and innovation.
Excellence
We hold ourselves to the highest standards in every aspect of our planning services.
Long-Term Focus
We think in decades, not quarters, aligning our strategies with generational wealth creation.
Certifications & Registrations
Our Approach to Client Relationships
At Shree Capital, we believe that successful wealth management is built on deep, lasting relationships. Our approach is consultative, collaborative, and always centered on your unique needs and aspirations.
Understanding First
We begin every relationship by taking the time to truly understand your financial situation, goals, risk tolerance, and personal values.
Tailored Strategies
No two clients are alike. We craft personalized strategies that reflect your unique circumstances and long-term objectives.
Ongoing Partnership
Wealth management is a journey, not a destination. We provide continuous support, regular reviews, and proactive communication.