SRI Advisory and Financial Services

SRI Advisory and Financial Services Our Team
We pride ourselves on the quality and level of expertise of every member of the SRI team.

SRI Advisory and Financial Services is an Independent Financial Planning and Wealth Management Company, specialising in providing client focused, integrity driven advice to individuals, trusts and businesses. SRI Advisory and Financial Services is an Independent Financial Planning and Wealth Management Company, specializing in providing client focused, integrity driven advice to individuals, trust

s and businesses. By offering a refreshing new approach that radically improves the quality of advice and overall client experience, SRI has set new standards in the financial services industry. Our success as a company has been driven by the strong belief that our clients’ success will drive our own and our simple philosophy that the client should always come first. Our personnel consist of industry professionals from around the world, whose individual skillsets are enhanced by on-going development programmes. This outstanding human resource combines global experience and financial expertise with SRI’s integrity driven advice and client commitment. While all our advisers are highly qualified, they also enjoy the support of an experienced management team and technical specialists. This ensures that each client benefits from the wider capabilities of SRI and not just the skills of their individual adviser

𝐖𝐄 π“π‘π”π‹π˜ π€πππ‘π„π‚πˆπ€π“π„ π˜πŽπ”This past year has been inspiring, memorable, and full of learning experiences and it wouldn't ha...
31/12/2022

𝐖𝐄 π“π‘π”π‹π˜ π€πππ‘π„π‚πˆπ€π“π„ π˜πŽπ”
This past year has been inspiring, memorable, and full of learning experiences and it wouldn't have been possible without you.
As 2022 comes to an end, we want to take a moment to thank you for being a part of our journey, and making β€œSRI Advisory and Financial Services” what it is today.
In the coming year, we hope to continue delighting you with newer innovations, incredible additions to our repertoire, and unforgettable experiences that spell thoughtfulness.

HDFC MF is back with  , an initiative where we plant a tree on your behalf if you register a SIP digitally in our Equity...
03/06/2022

HDFC MF is back with , an initiative where we plant a tree on your behalf if you register a SIP digitally in our Equity-oriented or Gold schemes. So come take a step with us towards a greener future this June!
Date: 1st - 10th June 2022
T&C - https://bit.ly/3PTN7pu

Warm greetings on the occasion of Holi to you. May this Holi put an end to all the negativities around you and fill your...
17/03/2022

Warm greetings on the occasion of Holi to you. May this Holi put an end to all the negativities around you and fill your heart with love and happiness. https://web-link.co/3hcca

Happy Women's Day! We hope you have a year full of Intelligent Investments and a lifetime of Financial Independence. Sta...
08/03/2022

Happy Women's Day! We hope you have a year full of Intelligent Investments and a lifetime of Financial Independence. Start investing in Mutual Funds and aim to bring stability and security to your life. https://web-link.co/3fng8

While there are various tax savings options available under section 80C of the Income Tax Act 1961, ELSS is considered t...
04/03/2022

While there are various tax savings options available under section 80C of the Income Tax Act 1961, ELSS is considered to be one of the efficient ways to save tax. It offers the advantage of a shorter lock-in period and professional fund management and aims to lead to wealth accumulation in the long-run.
https://web-link.co/3eaqv

This Maha Shivratri, may God destroy all your sorrow and eliminate all the troubles to help you lead a happy and healthy...
01/03/2022

This Maha Shivratri, may God destroy all your sorrow and eliminate all the troubles to help you lead a happy and healthy life. Har Har Mahadev! https://web-link.co/3dhrm

Investing in ELSS is simple & Tax-efficient. However, one should avoid making these common mistakes while investing in E...
26/02/2022

Investing in ELSS is simple & Tax-efficient. However, one should avoid making these common mistakes while investing in ELSS. https://web-link.co/3cv2v

Address

Kolkata
700001

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm
Saturday 9am - 5pm

Telephone

+919830661251

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