A Different Kind of Wealth Strategist

Mostly professionals don’t struggle because they earn less. They struggle because their money isn’t working as hard as they are.

In today’s world of noisy advice, Telegram tips, product-pushing banks, and social media hype, the clarity is rare.

That’s where Shriikant Parakh stands apart.

His Philosophy: Wealth as a Life-Aligned Journey

Shriikant believes that wealth building isn’t about chasing the next “big” investment. It’s about aligning money with life goals, whether that’s:

• Securing your child’s education & marriage
  
• Creating financial freedom for an early retirement
  
• Building a safety net for your family or creating generational wealth
  
• Or simply achieving the peace of mind that comes with structured, long-term planning

This is why he says:

“Investing isn’t hard if you have the patience, right systems, and guidance.”

His wealth philosophy rests on three simple yet powerful pillars:

1. One-on-One Personalized Guidance: No bots. No generic reports. But having real conversations to understand your aspirations.
   
2. Goal-First Portfolio Planning: He believes that money doesn’t move until your goals are clear. With a clear vision, the investment assets are chosen based on where you are and where you want to go.
   
3. Ongoing Support as Life Evolves: Because wealth and life aren’t static, they keep on changing, and balancing both is needed.

For Shriikant, money is not about numbers and market movements; it’s about coherence between life, business, and family.

Who He Works With

Shriikant’s clients are not “finance geeks.” They’re achievers, doers, and builders who want their money to quietly work for them while they focus on life.

• Senior Doctors who don’t have time but want to protect decades of hard-earned income while planning for retirement.
  
• Senior Corporate & PSU Executives who are earning well but feel their money isn’t structured or “working hard as they are.”
  
• SME Founders and Entrepreneurs who are great at building businesses but need a trusted partner to manage their wealth and protect their legacy.
  
• Aspirational HNIs & Ultra HNIs who want access to curated products like PMS, AIFs, REITs, and alternate investments, but without being “sold” products they don’t need.

His clients are people who want to experience the Family Wealth Office and not the “DIY” investing.

They are busy building companies, careers, running hospitals, or managing companies, and they want expert clarity, not generic investing fluff.

Services That Reflect Real Needs

Shriikant has built an ecosystem of services that includes new-age concepts like a Family Wealth Office. Offerings include:

1. Generational Wealth Building & Goal-Based Investing

• Strategic Mutual Fund Portfolio Advice
  
• Asset Allocation and Portfolio Rebalancing
  
• PMS (Portfolio Management Services) and AIFs (Alternative Investment Funds)
  
• REITs and Alternate Investment Vehicles

This is where the compounding magic happens with time. The objective is not just earning returns, but consistent, goal-aligned returns.

2. Life-Stage & Business Protection Planning

• Retirement planning
  
• Education and legacy planning
  
• Corporate surplus management
  
• Protection through term, keyman & group insurance
  
• Tax-smart investing and succession strategies

This ensures clients are not just creating wealth, but also protecting it.

3. Entrepreneur Coaching & Financial Behavior

• Profit First coaching for business owners
  
• Behavioral finance insights
  
• Mindset-led strategies for sustainable financial success

Because wealth creation is not only about money, it is about your behavior and mental discipline. Because the right financial behavior is the backbone that creates freedom, resilience, and impact.

A Human Behind the Numbers

Shriikant is a person who deeply respects the hard work it takes to earn money. Every ₹1 crore AUM or the money he manages represents years of patient effort, sacrifices, and dreams of his clients. 

He never forgets that.

That is why his role is not just financial, it’s an emotional stewardship. Helping clients not just grow portfolios with clarity, but also feel secure, confident, and future-ready.

His Mission

India is at a wealth inflection point. Professionals are earning more, entrepreneurs are scaling faster, and families are thinking beyond “just saving.”

Yet most wealth is managed without strategy.

Shriikant’s work bridges this gap.

• He gives senior professionals, executives, and doctors the confidence to know that their money is working smart.
  
• He gives entrepreneurs a way to turn profits into lasting personal wealth.
  
• He gives HNI and Ultra HNI families the assurance that their legacy is secure.

If you’re reading, chances are that you’re earning well, working hard, and building a meaningful career or business. But like many other people, you worry:

• Is my money really working as hard as me?
  
• Am I aligned with my life goals, or am I just collecting investments?
  
• Do I have a clear roadmap, or am I chasing the next hot tips?

If so, Shriikant’s work is designed for you.

Because wealth is not about chasing returns. It’s about building a life of clarity, freedom, and abundance.

And that’s exactly where he HELPS YOU.