Sri Wealth
Welcome to SRI Wealth, where financial aspirations meet expert guidance! At SRI Wealth, we specialize in crafting personalized financial solutions to empower individuals and families on their wealth journey. With a focus on life insurance, health insurance, and mutual funds, we're committed to securing your future and enhancing your financial well-being. Our team, led by the experienced finance planner Rohit Chandak, MBA (I & FP), TOT (USA), is dedicated to providing tailored strategies that align with your unique goals. Whether it's safeguarding your loved ones with comprehensive life insurance, ensuring health coverage for a resilient tomorrow, or optimizing wealth through strategic mutual fund investments, we've got you covered. Join us in navigating the intricacies of financial planning, where every decision is made with your prosperity in mind. Let's embark on a journey towards financial security, together.#SRIWealth #FinancialPlanning #LifeInsurance #HealthInsurance #MutualFunds #FinancialWellBeing
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LinkedIn employees
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11 to 50 range
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Decision-makers and verified team members
2 contacts with verified email or phone · masked until revealed.
- JD
Janhavi Deshpande
Associate Partner - Investments · Finance & Accounting
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Rohit Chandak
Founder CEO · General Business & Management
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Top roles at Sri Wealth
2 distinct titles indexed · top 2 shown.
- 1associate partner - investments
- 1founder ceo
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