Welcome to Sri Investments
Building Wealth, Securing Dreams
At Sri Investments, we are a trusted Mutual Fund Distributor (ARN: 321991, EUIN: E610441) based in Secunderabad. With years of expertise and a client-first approach, we provide personalized solutions in mutual funds and financial planning. Our focus is on transparency, disciplined investment strategies, and helping you achieve long-term wealth creation.
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15+
Years of Experience
About Us
15+ Years of Financial Expertise
Sri Investment is a trusted name in the field of wealth management and financial advisory services. With a clear vision to empower investors, we provide comprehensive solutions tailored to the unique goals of individuals, families, and businesses.
We are committed to helping our clients grow and protect their wealth through transparent, ethical, and client-centric financial services. Our focus is on delivering strategies that ensure long-term financial security and stability.
With years of expertise in mutual funds, insurance, tax planning, and retirement solutions, we have successfully guided numerous investors towards achieving their financial aspirations. Our personalized approach ensures that every investment plan aligns with our clients’ needs and risk appetite.
Personalized Planning
Expert-driven strategies tailored to your financial goals.
services
Expert finance & consult services for success
Why Choose Us
Why Clients Trust Sri Investments
15+ Years of Experience
With over 15 years in the financial services industry, Sri Investments has guided individuals and families towards wealth creation with trust and transparency.
Tailored Investment Strategies
We craft need-based, goal-oriented solutions aligned with your financial objectives, risk profile, and long-term aspirations.
AMFI-Registered Distributor
As an AMFI-registered Mutual Funds Distributor (ARN: 321991, EUIN: E610441), compliance and integrity remain at the heart of everything we do.
Client-Centric Approach
Our philosophy is simple: put clients first. We focus on delivering unbiased advice, transparent processes, and consistent support.
Our Features
Explore the key tools & solutions we provide
Investment Calculator
Estimate your future returns with SIP or lump sum plans, helping you invest with clarity and confidence.
Financial Health Monitor
Track income, expenses, savings, and overall financial well-being to stay on top of your goals.
Risk Assessment Tool
Determine your investment risk profile to get matched with portfolios that fit your comfort level.
Online Premium Payment
Make hassle-free and secure payments for your mutual fund or insurance premiums online.
Knowledge Hub
Learn through curated articles, tips, and expert insights to make smarter financial choices.
Paperless Onboarding
Get started instantly with a fully digital, secure, and paperless KYC and investment process.
Our App
Top Features We Provide
Discover the powerful tools and features we offer to help you manage your investments, track your financial goals, and make informed decisions with ease.
Portfolio Analysis
Gain deep insights into your investment portfolio with detailed analytics, performance tracking, and risk assessment to optimize your returns.
Invest Online
Seamlessly invest in a wide range of mutual funds, stocks, and other financial products online with just a few clicks.
Goal Tracker
Set and monitor your financial goals, such as retirement or education savings, and stay on track with personalized recommendations.
Online KYC
Seamless Online KYC , Verify your identity digitally and begin your investment journey in minutes.
Key Highlights
Building Trust & Wealth
Sri Investments has been guiding individuals and families for over 15 years with transparent, ethical, and customized financial planning. Our expertise lies in mutual funds distribution, insurance planning, and wealth management — helping clients achieve financial freedom step by step.
15+
Years of Experience
1000+
Families Empowered
100%
Client-Centric Commitment
- AMFI-Registered Mutual Fund Distributor (ARN: 321991, EUIN: E610441)
- Goal-Based Planning with SIPs & Investment Strategies
- Comprehensive Insurance & Retirement Planning
- Transparent Process & Long-Term Wealth Creation
What We Do
Empowering Your Financial Journey
At Sri Investments, we deliver personalized financial solutions that help you secure your future. With 15+ years of experience, our focus is on suitability, transparency, and long-term wealth creation.
- Tailored Wealth & Tax-Efficient Strategies
- Goal-Based SIPs & Investment Planning
- Risk Profiling & Smart Asset Allocation
- Retirement, Insurance & Legacy Planning
15+
Years of Financial Expertise & Trust
How We Work
A Guided Process Toward Financial Freedom
At Sri Investments, our 15+ years of experience has helped families achieve their financial aspirations. Our approach is transparent, client-centric, and evolves with your life goals — from the first consultation to long-term wealth creation.
Step 01
Understanding You
We begin with an in-depth conversation to learn about your financial priorities, life stage, risk appetite, and long-term aspirations.
01
Step 02
Designing Your Strategy
Based on your profile, we recommend goal-oriented solutions — including SIPs, mutual funds, insurance, and retirement strategies — customized for your needs.
02
Step 03
Implement & Evolve
We seamlessly implement your plan and continuously monitor progress, reviewing periodically to ensure it adapts with your evolving life goals.
03
FundPerformers
Discover Consistently Tracked Funds Backed by Data
Stay informed with top-performing mutual fund schemes based on historical data. No recommendations are implied.
BSE Data
Sensex Data from Inception to Present Date: A Comprehensive Overview
No fund data available
Power Of Sip
Systematic Investment Plan
Monthly investment (₹)
Time period (Year)
Expected Return (%)
faqs
Your most frequently asked questions answered
1000+ Client 5.0 (2250 Reviews)
300+
We bring over 15+ years of expertise in the asset management and investment sector, combining academic knowledge of B.Com and practical experience as a Mutual Fund Distributor.
Client Impressions
What People Say About Us
We’re committed to building lasting relationships through transparency, insightful advice, and solutions tailored to your financial journey. Here‘s what some of our early clients are saying.
With Sri Investment, I feel my money is in safe hands. Their team provides timely updates and ensures that my portfolio aligns with my goals.
Sri Investment has been a reliable partner in my wealth journey. Their professional approach and clarity in advice make investing stress-free.
I appreciate the way Sri Investment explains complex financial concepts in simple terms. Their advice has helped me plan for my children’s education and retirement with confidence.
