We bridge Human psychology and Markets to make Investments work for You
Founded in June 2021, Shree Rama Managers LLP is a SEBI-Registered Portfolio Management Services Company (SEBI Reg. Number: INP300007341) that aims to change the way people invest, create revolutionary financial products, and help investors achieve their financial goals faster. In an age of information overdose, the firm aims to provide ethical advice always and abides by the fiduciary standard to guide investors to attain financial independence. Consisting of a dedicated team led by the founder Mohit Beriwala, Shree Rama Managers offers customized financial solutions depending upon the risk profile, investment horizon, and unique financial goals of each client.
Sorted by 3-year return. Returns are TWRR, net of fees; CAGR above 1 year.
SHREE WEALTH BUILDER PLAN
SHREE LAKSHMI PLAN
Abhishek Basumallick
Fund managerCo-Founder & Fund Manager for Stocks
A well-known investor who has been at the forefront of public investment through his writings on the Market Moghuls section on The Economic Times and on CNBC TV18. He also regularly appears on multiple TV channels including ET NOW and is featured in international publications like Fortune Global and Nikkei Asia. He was featured on Economic Times as a “Don of Dalal Street”. Abhishek advises the public equity portfolio for a number of very large family offices and UHNIs.
Mohit Beriwala
Principal Officer
CFA, FRM, MS Finance, IIMB Alumnus
Mohit Beriwala is the Founder & Fund Manager for Passives. Mohit is a CFA, FRM, MS Finance & IIMB Alumnus. Brings a rich experience of 2 decades in finance. Mohit has been guiding entrepreneurs and professionals in planning their life goals and achieving long-term financial freedom. A dedicated father to a 10-year-old, he is deeply passionate about fitness, reading books and equity markets. He also actively shares his insights through finance-focused content on YouTube.
Gaurav Rampuria
Compliance Officer
Gaurav is the compliance officer of SRM. He looks after the compliance and legal functions. He has Domain Expertise in Operations of MFs, PMS & NPS. He believes in sustainable growth.
Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
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