Why Choose Us ?

Shri Money Managers help you achieve your Financial Goals. We serve you with a wide range of financial services like Financial Planning, Retirement planning, Goal-based Investment Planning and Tax Planning. We have variety of financial products like Investment through Equity Mutual Funds, Debt funds, Liquid Finds and Insurance services like Life Insurance, Motor Insurance, Helth Insurance and so on. We aim to serve you as a One-stop solution for all your financial needs.

Here are the list of some of our best clients

  • 5.Namami Gupta
    “....Because of non-financial background, I was not familiar with the term ‘financial planning’. I was just putting my money into insurance plans as investment, Pankaj introduced me with financial planning, listened my financial goals, then chalk out a financial plan that is best suited for me and fits my pocket....my well wishes are always with you and Shri Money Managers”
    Namami Gupta
    (Deputy Manager at Vodafone, Location- Pune)
  • 4.Akhilesh Singh Tomar
    “....As an Engineer person I was blindly putting all my investments in insurance, but Pankaj guided me about actual use of Insurance and what is proper way to investing. Now I take all investment advises with him. I recommend people for Shri Money Managers who really care about their finances....”
    Akhilesh Singh Tomar
    (Senior Service Engineer at Becton Dickinson India, Location-Gurgaon)
  • 3.Durgesh Sanu
      “.....I will thanks to pankaj to introducing me with Financial planning, otherwise I was barely investing in financial products which were not fulfilling my financial goals. I learned after meeting him that “Goal without Proper Plan is just a Wish”. Keep advising us.......”
    Durgesh Sahu
    (Software Engineer at IBM India, Location-Bangalore)
  • 2.Ashish Mishra
      “....... I really appreciate his hard work. I particularly like the professional approach of the Financial Planners; they are knowledgeable, courteous and most importantly always available. I find Pankaj as one of them. All the best to Pankaj and Shri Money Managers.........”
    Ashish Mishra
    (Manager in Engg. Department at Siemens India, Location- Gurgaon)
  • 1.Shivendra Soni_01
    “....There are so many finance executives in the market who call me for offering investment products but Pankaj was the only one who asked about my financial GOALS first, listened me and then advised me financial product which was best suited for me and fitted to my pocket. Good luck for brighter future of Shri Money Managers and its clients.......”
    Shivendra soni
    (Executive Engineer at , Location-Ahmadabad)

For all Finance related queries... 
:shrimoneymanagers@gmail.com    :+91( 9424908064)

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